Advisor at Summit Financial Wealth Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Slidell, LA
Credentials
Series 63, Series 65
Industry experience
38 years
Paul Guidry is a financial advisor at Summit Financial Wealth Advisors with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Summit since 2022. Prior to that, he was with ADG Wealth Management, LLC and Triad Advisors, and he has managed a small business consulting and management firm since 1986. Summit Financial Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, pension consulting, and related advisory services. The firm provides tailored advisory relationships, acting as an ERISA fiduciary for plan clients and offering a range of investment and non-investment services including business management and divorce financial consulting.
Based on Summit Financial Wealth Advisors
Based on Summit Financial Wealth Advisors
Business Management Services fees are generally fixed fees based on estimated time at customary hourly rates
$0 - $250,000: 1.25% annually (Equity & Mutual Fund Fee Schedule) $250,001 - $1,000,000: 1.00% annually (Equity & Mutual Fund Fee Schedule) $1,000,001+: 0.95% annually (Equity & Mutual Fund Fee Schedule) $0 - $250,000: 0.65% annually (Fixed Income Fee Schedule) $250,001+: 0.50% annually (Fixed Income Fee Schedule)
Insurance commissions and brokerage commissions on some securities transactions by registered representatives; separate from advisory fees
Divorce Financial Consulting Services: $150/hour consultation and preparation; $75/hour travel and administrative; $200/hour court, mediation, arbitration attendance
Account minimum: $50,000 Minimum fee: $500 minimum annual fee per account for portfolio management Fee-only: Fixed fees for pension consulting ($1,000 to $40,000 per year)
Slidell, LA
Louisiana · Texas
Summit Financial Wealth Advisors
2022 - Present (4 years)
ADG Wealth Management, LLC
2012 - 2022 (10 years)
Triad Advisors
2010 - 2022 (12 years)
Industrial Management Group, Inc.
1987 - Present (39 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
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