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Paul Cameron Macdonald

Advisor at AE Wealth Management, LLC — Summerville, SC Nexton Square Dr.

Updated today

Credentials

ChFC®, Series 63, Series 65

Experience

31 years

Location

Summerville, SC 29486

AE Wealth Management, LLC logo

AE Wealth Management, LLC

Enterprise

Total advisors

465

Across 252 offices

Clients per advisor

274 Very High

Avg AUM per client

$387,358 Typical

HNW client ratio

7% Low

About

Paul Macdonald is a ChFC® credentialed financial advisor with 31 years of industry experience. He is currently with AE Wealth Management, LLC and previously worked at Money Concepts Capital Corp and PGI Financial Services, Inc., where he serves as president. In addition to his advisory roles, he has authored a book. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, combining fundamental, technical, and cyclical investment approaches.

Client services

Based on AE Wealth Management, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on AE Wealth Management, LLC

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on AE Wealth Management, LLC

Self-Employed Founder/Business Owner

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Fee options

Fixed

Fixed fees for financial planning and consulting vary by IAR and client agreement; no fees over $1,200 paid six or more months in advance

Percentage

Negotiable up to 2.5% annually; fees above 2.0% require compliance approval

Commissions

IARs may earn commissions from insurance product sales ranging from 1% to 9% plus bonuses and other incentives

Project-based

Hourly fees for financial planning and consulting vary by IAR and client agreement

Other

Account minimum: $10,000 Fee-only: Financial planning and consulting services offered on hourly and fixed fee basis; hourly fees and fixed fees vary by IAR and client agreement

Location

See office

Summerville, SC Nexton Square Dr.

700 Nexton Square Dr., Suite 112

Summerville SC 29486

Advisors at this office

2

Most active in

South Carolina · Texas

Work history

31 years of industry experience

Book sales

2025 - Present • 1 year

Charleston, SC

AE Wealth Management

2023 - Present • 3 years

Topeka, KS

Money Concepts Capital Corp

2015 - 2023 • 8 years

Palm Beach Gardens, FL

PGI Financial Services, Inc.

2004 - Present • 22 years

Charleston, SC

Cambridge Investment Research, INc.

2002 - 2003 • 1 year

Tustin, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Justin L

CFA®, Series 63

North Charleston, SC

Luther Wealth Management

Justin Luther is a CFA charterholder and financial advisor at Luther Wealth Management in North Charleston, SC, with seven years of industry experience. He has worked at Luther Wealth Management since 2018 and concurrently holds a role in sales and business development at Kinder Morgan Inc. as a Commercial Manager. Luther Wealth Management serves high-net-worth individual investors, providing discretionary portfolio management and financial planning services. The firm employs a Modern Portfolio Theory-based investment approach focused on low-fee index funds and ETFs, emphasizing diversification, low turnover, and periodic rebalancing.

Passive / index investing General retirement planning
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Matthew S

Series 65

Summerville, SC

DeltaX Capital LLC

Matthew Schaller is a financial advisor at DeltaX Capital LLC, holding a Series 65 designation with one year of industry experience. He has prior work experience with Time Arcade LLC, Armament LLC, GoodUnited, and Redemption Cycles LLC, spanning various roles since 2019. Outside of his advisory work, he is involved with multiple business ventures including Armament LLC and Redemption Cycles LLC. DeltaX Capital LLC provides investment management and financial planning services to individuals, high-net-worth individuals, trusts, and estates. The firm offers an actively managed, concentrated equity strategy focused on long-term capital growth, utilizing fundamental, proprietary quantitative, technical, and macroeconomic analysis, and may include digital-asset exposure when appropriate.

Active portfolio management Concentrated stock management Private / alternative investments
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Weishen W

CFA®

North Charleston, SC

WW Consulting

Weishen Wang is a CFA charterholder and founder of WW Consulting, with one year of experience in the investment industry. He has been affiliated with the College of Charleston since 2011. Wang also founded Win-Win Bridge International, LLC, a consulting firm focused on taxation compliance, insurance, and investment services. WW Consulting provides non-discretionary investment advisory services to individuals, pension and profit-sharing plans, and charitable organizations. The firm emphasizes detailed client fact-finding and macroeconomic analysis to develop asset-allocation recommendations primarily using pooled vehicles and Treasury instruments, integrating tax and insurance guidance into its investment advice.

College savings (529s, UTMA, etc.) General tax planning
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John J

Series 63

Moncks Corner, SC

Barony Financial Group

John Jackson is the sole advisor at Barony Financial Group in Moncks Corner, SC, holding a Series 63 license with 23 years of industry experience. He has led Barony Financial Group since 2003. Outside his advisory role, he occasionally provides consulting services in forest management and teaches continuing education classes to loggers. Barony Financial Group serves middle-class families, trusts, estates, businesses, and a local charitable organization, offering investment supervisory services, portfolio management, financial and insurance planning, and consulting such as mortgage counseling and seminar instruction. The firm manages approximately $10 million across family accounts and a non-profit, employing a combination of fundamental research and technical analysis to guide discretionary portfolio management.

Real estate investing Annuities Cash flow / budgeting Founder/Business Owner Mid-Career Professionals
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Wesley S

Series 65

Summerville, SC

Journey Asset Management LLC

Wesley Shuman is a financial advisor at Journey Asset Management LLC with a Series 65 designation and no prior industry experience. He has served in the U.S. Navy since 2000 and currently holds the rank of Senior Chief. Shuman balances his advisory role with ongoing military service, dedicating significant time to both. Journey Asset Management provides discretionary asset management and fixed-fee financial planning primarily for individual clients. The firm customizes portfolio strategies to client goals and uses model portfolios and tax-management tools through the Altruist platform.

Tax-loss harvesting Military & Veterans
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Eric R

CFP®, CFA®, Series 65

Summerville, SC

Robbins Wealth Management

Eric Robbins is a CFP®, CFA®, and holds a Series 65 license with 23 years of industry experience. He is the founder of Robbins Wealth Management and has served as an associate teaching professor at Pennsylvania State University since 2019. Robbins is also an author for Kaplan Schweser and Business Expert Press. Robbins Wealth Management advises individuals, high net worth clients, retirement plan participants, trusts, estates, charitable organizations, and small businesses. The firm offers portfolio management and financial planning along with tax preparation and trust accounting services, employing a strategic asset allocation approach with tactical use of equities, fixed income, and options strategies.

Active portfolio management Options & derivatives strategies Charitable giving & philanthropy
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