Paramount Investment Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Paramount Investment Advisors provides financial planning, portfolio management and consulting to individuals, families, non‑profits, trusts/estates, pension and profit‑sharing plans, and corporations. The firm also offers pension consulting for qualified and non‑qualified retirement plans and periodically conducts educational seminars on general investment and personal finance topics.
At the outset of client relationships the firm gathers information to develop a Financial Profile and an Investment Policy Statement, then manages portfolios on a discretionary basis in line with those documents, generally emphasizing long‑term purchases across mutual funds, ETFs, individual stocks and bonds. The firm may engage third‑party sub‑advisers or separate account managers for portions of client portfolios and conducts periodic reviews of accounts and investment performance.
Several features distinguish the firm from many peers: it is affiliated with a tax and accounting practice and may refer clients to that related firm for separately contracted tax and accounting work. The firm’s offering of ERISA‑aware pension consulting (including IPS preparation, fund selection/review, monitoring and participant communications) together with regularly scheduled, no‑fee educational workshops is less common among similarly sized independent advisers.
Client services
Expertise
Occupation focus
Fee options
Fixed fees available for financial planning depending on complexity; may require 50% retainer.
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $8,000,000: 0.85% $8,000,001 - $14,000,000: 0.65% $14,000,001+: 0.50%
Financial planning fees generally $400 per hour; portfolio management hourly rates $150 to $350; pension consulting $300 to $400 per hour.
Account minimum: Paramount Investment Advisors, Inc. may impose a minimum portfolio value; specific minimum amount not stated. Minimum fee: Minimum annual fees may apply, specific amounts not stated. Fee-only: Hourly rates ranging from $150 to $400 depending on service type and complexity.
Main office
4315 S Lee Street, Suite 400
Buford GA 30518
Advisors at this office
1
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)