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Credentials
CFP®, Series 63, Series 65
Experience Industry experience
44 years
Location
Erie, PA 16501
Newedge Advisors
Enterprise
Paul Hakel is a CFP® professional with 44 years of industry experience. He is currently with NewEdge Advisors and has held roles at Mid Atlantic Capital Corporation, Mid Atlantic Financial Management, and UBS Financial Services. Hakel is also a partner and senior vice president at Hakel Fabrizio Financial Group, where he focuses on wealth management. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a broad range of portfolio management and consulting services, utilizing multiple program structures that combine in-house management, third-party models, and advisor discretion.
Based on Newedge Advisors
Flat fees for financial planning up to $200,000; business consulting fees negotiable
$25,000 - $1,000,000: 2.25% of assets (Equity and Balanced Accounts - Advisors Choice) $1,000,001 - $2,000,000: 2.00% of assets (Equity and Balanced Accounts - Advisors Choice) Over $2,000,000+: 1.75% of assets (Equity and Balanced Accounts - Advisors Choice) $25,000 - $500,000: 2.25% of assets (Fixed Accounts - Advisors Choice) $500,001 - $1,000,000: 2.00% of assets (Fixed Accounts - Advisors Choice) $1,000,001 - $2,000,000: 1.75% of assets (Fixed Accounts - Advisors Choice) Over $2,000,000+: 1.50% of assets (Fixed Accounts - Advisors Choice) $0 - $50,000: 2.50% of assets (Financial Product Management - first $50,000) Next $200,000 - $250,000: 2.25% of assets (Financial Product Management) Next $250,000 - $500,000: 2.00% of assets (Financial Product Management) Next $500,000 - $1,000,000: 1.75% of assets (Financial Product Management) Over $1,000,000+: 1.50% of assets (Financial Product Management) $10,000 - $999,999: 1.75% of assets (Mid Atlantic Fund Strategy) $1,000,000 - $1,999,999: 1.50% of assets (Mid Atlantic Fund Strategy) $2,000,000 and over+: 1.25% of assets (Mid Atlantic Fund Strategy) $100,000 - $1,000,000: 2.75% of assets (Manager of Managers Equity and Balanced Accounts) $1,000,001 - $2,000,000: 2.50% of assets (Manager of Managers Equity and Balanced Accounts) Over $2,000,000+: 2.25% of assets (Manager of Managers Equity and Balanced Accounts) $100,000 - $1,000,000: 2.00% of assets (Manager of Managers Fixed Income Accounts) $1,000,001 - $2,000,000: 1.75% of assets (Manager of Managers Fixed Income Accounts) Over $2,000,000+: 1.50% of assets (Manager of Managers Fixed Income Accounts) $10,000+: $25,000 minimum for MMP program
Commissionable securities sales by representatives registered with broker-dealer affiliates
Hourly consulting fees from $0 to $500
Subscription-based fees for ongoing financial planning services; payment arrangements established via third-party vendor AdvicePay
Account minimum: $25,000 Minimum fee: A flat $20 fee per account per calendar quarter (maximum $480 per household per year) Fee-only: Flat fees up to $200,000 for financial planning; ongoing subscription fees available; hourly rates from $0 to $500
Erie, PA State Street
1001 State Street, Suite 1400
Erie PA 16501
Advisors at this office
1
Pennsylvania · Texas
44 years of industry experience
NewEdge Advisors, LLC.
2021 - Present • 5 years
New Orleans, LA
Mid Atlantic Capital Corporation
2018 - Present • 8 years
Erie, PA
Mid Atlantic Financial Management, Inc
2018 - Present • 8 years
Pittsburgh, PA
UBS Financial Services
1981 - 2018 • 37 years
Erie, PA
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.
Trust company
They provide trust and estate administration services, 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.
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.
CFA®, Series 63
Erie, PA
Haverford Wealth Management, LLC
Christopher Mcgoldrick is a CFA® charterholder with one year of experience as a financial advisor at Haverford Wealth Management, LLC. His prior experience includes roles at PNC, Foreside Fund Services, LLC, and Willis Towers Watson. Haverford Wealth Management provides personalized investment management and financial planning services to individuals, trusts, foundations, retirement plans, and corporations. The firm employs discretionary portfolio management based on tailored financial plans and fundamental analysis, offering clients flexibility in account management and a range of financial planning options.
Series 63, Series 65
Erie, PA
Marsden Capital Management, LLC.
John Marsden is the sole advisor at Marsden Capital Management, LLC, an independent registered investment adviser based in Erie, PA. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. Marsden has been with Marsden Capital Management since 1992 and also affiliated with JRM Securities during the same period. Marsden Capital Management provides discretionary portfolio management to individuals, high-net-worth clients, and business entities. The firm develops individualized investment plans based on client goals, time horizons, and risk tolerance, utilizing a range of securities and conducting regular account reviews.
Series 63, Series 65
Erie, PA
Evanoff Financial Advisors
Harry Evanoff is the sole advisor at Evanoff Financial Advisors in Erie, PA, holding Series 63 and Series 65 licenses with 47 years of industry experience. He has led his firm since 2003 and previously worked at Securities Service Network, Inc. for 17 years. Outside of his advisory role, Evanoff serves as president of the Baer Beach Association in Erie. Evanoff Financial Advisors provides discretionary portfolio management primarily for individual clients, including high-net-worth individuals and charitable organizations. The firm combines market timing with insurance brokerage services and manages approximately $20.5 million in client assets.
CFP®, ChFC®, Series 66
Erie, PA
Elite Life Management LLC
Ryan Williams is a CFP® and ChFC® with 10 years of industry experience. He currently serves at Elite Life Management LLC and has prior experience with Bank of America and Merrill Lynch. Outside of his advisory role, he is a published author of a personal book about travel and a silent partner in an athletic training facility. Elite Life Management provides investment management and financial planning services to individual and high-net-worth clients, trusts, estates, legal entities, charitable organizations, retirement plans, and other registered advisers, using a fundamental, generally long-term investment approach tailored to client needs.
Series 65
Erie, PA
Robbins Wealth Management
Russell Merwick is a financial advisor at Robbins Wealth Management in Erie, PA, holding a Series 65 designation with 11 years of industry experience. He has been with Robbins Wealth Management since 2014. Robbins Wealth Management serves individuals, high net worth clients, retirement plan participants, trusts, estates, charitable organizations, and small businesses by offering portfolio management, financial planning, and additional services such as tax preparation and trust accounting. The firm employs a strategic asset allocation approach supplemented by tactical investments in equities, fixed income, and options, managing a large asset base with a three-advisor team.
CFA®
Erie, PA
Bishop & Company Investment Management, LLC
Michael Bishop is a CFA charterholder and principal at Bishop & Company Investment Management, LLC in Erie, PA, with 22 years of industry experience. He has been with Bishop & Company since 2008. Bishop & Company serves individual and high-net-worth clients as well as plan sponsors of participant-directed retirement plans. The firm employs a long-term, asset-allocation–based approach emphasizing diversification, tax-aware implementation, and periodic rebalancing, managing approximately $387 million in discretionary assets across nearly 200 client relationships.
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