PL
ChFC
PL
ChFC

Paul Love

41 Years of Experience

Paul Love is a ChFC-designated registered investment advisor at Saxon Financial Group, based in Houston, TX, with 41 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 570 clients with $620M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
570 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$616.5M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.35%
$500K - $1.0M1.25%
$1M+1.00%

Fees may be negotiable at the sole discretion of the Advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1177 West Loop S, Suite 1825, Houston, TX, 77027

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Paul uses Love Financial Group as a DBA name for advisory services through Saxon Interests, Inc. This activity is investment-related.

Employment History
Current Registrations
Saxon Financial Group
February 2021 - Present · 5 yrs 2 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2009 - April 2021 · 12 yrs 3 mos
Asset Allocation Services, LLC
June 2005 - January 2019 · 13 yrs 7 mos
Raymond James Financial Services
April 2003 - January 2009 · 5 yrs 9 mos
Raymond James Financial Services, INC.Broker
April 2003 - April 2021 · 18 yrs
Raymond James & Associates, INC.
December 2000 - April 2003 · 2 yrs 4 mos
Raymond James & Associates, INC.Broker
December 2000 - April 2003 · 2 yrs 4 mos
Nylife Securities INC.Broker
February 1985 - December 2000 · 15 yrs 10 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Paul Love - Financial Advisor | TrueAdvisor