Fee-only adviser · Johns Creek, GA
Kindzia Investments
Kindzia Investments is a fee-only investment adviser registered with the securities regulator of Georgia, with its main office in Johns Creek, Georgia. On its latest Form ADV, filed January 9, 2026, it reports $25M in regulatory assets under management, 40 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Georgia |
|---|---|
| Firm CRD number | 148189 |
| Office | 11555 Medlock Bridge Road Suite 100 Johns Creek, GA 30097 |
| Phone | (678) 597-3112 |
| Website | www.paulkindzia.com |
| Regulatory assets under management | $25M |
| Individual clients | 28 non-high-net-worth, 12 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | January 9, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Johns Creek
- American Wealth Advisors, LLC $120M
- Networth Financial Services, LLC $128M
- Fleming Wealth Management, LLC $90M
See all 4 fee-only advisers in Johns Creek →
Nearby
- Duluth 10 firms
- Suwanee 5 firms
- Peachtree Corners 1 firm
- Alpharetta 22 firms
- Roswell 6 firms
- Lawrenceville 1 firm
- Sugar Hill 1 firm
- Buford 4 firms
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