PR
PR

Paul Jay Reiferson

1 Year of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
319 clients
Average Client Portfolio
$353K average
Assets Under Management
$112.6M

Fee Structure

Minimum Investment:$1M
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Location

Bee Cave, TX

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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 is a director for 4200 Real Estate LLC, Greenhouse Workz Inc., and RS Family LLC. The time commitment varies for RS Family LLC, but is less than full-time, while the other two require minimal time.

Employment History
Current Registrations
Whitwell Advisors
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Compound Planning
December 2023 - January 2025 · 1 yr 1 mo
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Paul Jay Reiferson - Financial Advisor | TrueAdvisor