Paul Bennett
Paul Bennett is a CFP-designated registered investment advisor at The Wealth Group - Austin B. Colby & Associates, based in Tucson, AZ, with 27 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, High Net Worth, Investment Management, and 1 more. Their firm serves 591 clients with $710M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Any household total portfolio that is <$1,000,000 can be charged up to 1.95%. Fees are negotiable.
Fee Estimator
Location
Tucson, AZ
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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 Activities
Paul is the sole owner of Paul M Bennett LTD, an S-Corp used for payroll and expense management. He dedicates minimal time to this business.
Employment History
Current Registrations
The Wealth Group - Austin B. Colby & Associates
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Woodbury Financial Services, INC.Broker
Cuso Financial Services, L.P.Broker
Washington Square Securities, INC.Broker
Financial Network Investment CorporationBroker
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.