Paul Housey is a CFP-designated registered investment advisor at Isto Advisors, LLC, based in Troy, MI, with 26 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 382 clients with $870M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.50% |
Fees are negotiable. ISTO reserves the right to charge 0.50% on 529 plans, which are not included in the aggregate household value.
Fee Estimator
Location
2150 Butterfield Drive #220, Troy, MI, 48084
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul is involved in several business activities, including community work, family business, and serving as a Registered Investment Advisor. He also engages in fixed life and annuity sales, and operates multiple DBAs for his LPL business, spending a significant amount of time on these investment-related activities.
Employment History
Current Registrations
Isto Advisors, LLC
Previous Registrations
LPL Financial LLCBroker
Snook Housey Advisors, INC.
Northstar Financial Partners, INC.
Northstar Financial Partners, INC.Broker
NFP Securities, INC.Broker
State Registrations2 states
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.