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Paul Mayhew

Advisor at Mass Mutual Investors Services

Updated today

Location

San Marcos, TX

Credentials

Series 63

Industry experience

35 years

About

Paul Mayhew is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation, with 35 years of industry experience. He previously worked at MetLife Securities Inc. and Metropolitan Life Insurance Company from 1990 to 2017. Outside of his advisory role, he owns and operates a retail photography business. Mass Mutual Investors Services operates as a subsidiary of MassMutual and provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements utilizing advanced software tools and delivers written recommendations without exercising investment discretion.

Client services

Based on Mass Mutual Investors Services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Asset allocation programs

Expertise

Based on Mass Mutual Investors Services

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting

Occupation focus

Based on Mass Mutual Investors Services

Founder/Business Owner Attorney Executive

Demographic focus

Based on Mass Mutual Investors Services

Married/Couples/Partners Divorced

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Fee options

Commissions

Commissions on securities and insurance products sold; commissions vary by product

Other

Minimum fee: Minimum annual fee of $500 for Financial Planning Services Fee-only: Annual financial planning fees range from $500 up to over $35,000, negotiable and possibly waived

Location

San Marcos, TX

Most active in

Texas

Work history

Mass Mutual Investors Services

2017 - Present (9 years)

MassMutual Life Insurance Company

2016 - Present (10 years)

MetLife Securities Inc.

1990 - 2017 (27 years)

Metropolitan Life Insurance Company

1990 - 2016 (26 years)

Disclosures

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

Business activities & affiliations

Della S

CFP®, RICP®

New Braunfels, TX

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I'm a fiduciary, fee-only financial planner and advisor who founded Fruit of the Vine Financial in 2023 after having worked at two other financial firms. I offer service in three main areas: - comprehensive financial planning to first help people better understand their current financial circumstances and second to provide them an optimal route to meet their financial needs and reach their financial goals, - investment management, providing a choice between general investing and Biblically Responsible Investing (BRI), which is a way to invest in funds that more closely align with Christian principles, - help with setting up business retirement plans and/or serving as a fiduciary advisor to 401(k) plans. Because I'm always trying to improve how I can help my clients navigate their financial lives, I obtained several advanced certifications. I earned the Certified Financial Planner® (CFP®) certification and Retirement Income Certified Professional® (RICP®) designation following programs at The American College of Financial Services. And the Certified Investment Management Analyst® (CIMA®) certification followed from a program through the Yale School of Management. Outside of work, I enjoy kayaking, Bible study, playing my violin, and spending time with my three grown children and with friends. Not only do I have the financial education and professional experience, I also bring the knowledge gained from personal financial experience. From sorting all the finances after the death of a spouse, to helping kids through college, to riding the roller coaster of a major recession, and to starting and running a business, I understand the highs and lows that sometimes accompany the numbers. It helps to partner with a financial professional who's been there and can help you through the ups and downs of your life's journey.

General retirement planning Christian Faith Based Women Professionals
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Brian Z

Series 63, Series 65

Wimberley, TX

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Brian Ziarnick is the owner and president of Ziarnick Financial LLC, a state-registered investment adviser based in Wimberley, TX. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory role, he provides bookkeeping services for two small businesses. Ziarnick Financial LLC primarily operates as a solicitor for Austin Wealth Management and as a life insurance agency. The firm employs a top-down investment process using fundamental, quantitative, charting, and cyclical analysis but does not currently exercise investment discretion or hold client assets.

Life insurance needs analysis
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James M

Series 63, Series 66

New Braunfels, TX

South Texas Capital Advisors, LLC

James Mahan is a financial advisor with South Texas Capital Advisors, LLC in New Braunfels, TX, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. Prior to joining South Texas Capital Advisors, he worked at Raymond James Financial Services, Inc. Mahan is also the managing member of NB Capital LLC and serves as manager of Solms Landing Development LLC, a non-investment real estate business. South Texas Capital Advisors, LLC provides portfolio and asset management services to high-net-worth individuals, non-profits, and small businesses. The firm uses a combination of fundamental and technical analysis along with third-party research to create customized asset allocations and offers both discretionary and non-discretionary portfolio management.

Wealth management Passive / index investing Active portfolio management
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Jason G

Series 65

New Braunfels, TX

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Jason Grohman is a financial advisor at PLW Financial in New Braunfels, TX, holding a Series 65 designation with eight years of industry experience. He has been with PLW Financial since 2017 and also serves as an active firefighter with the New Braunfels Fire Department. Prior to his advisory role, he was involved with Neighborly Lawn Care. PLW Financial provides financial planning, discretionary investment management, tax preparation, and ERISA plan advisory services to individuals, high-net-worth clients, and small businesses. The firm employs a primarily passive, long-term investment approach using low-cost, diversified index funds and ETFs, and it serves corporate and small-business clients alongside individual investors.

Cash flow / budgeting Debt management General retirement planning Passive / index investing General tax planning Self-Employed
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Benjamin H

CFP®, ChFC®, Series 63, Series 65

New Braunfels, TX

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Benjamin Hooper is a CFP® and ChFC® credentialed financial advisor with 16 years of industry experience. He is the principal advisor at Comal Wealth Management, an independent firm he has led since 2020. Prior to founding Comal Wealth Management, Hooper worked with USAA in various roles related to investment management and financial planning. Comal Wealth Management provides financial planning, consulting, and discretionary portfolio management to individuals, families, and high-net-worth clients. The firm primarily uses a passive, long-term investment approach with mutual funds and ETFs, while offering customization through individual stocks, ADRs, alternative assets, and digital assets, and maintains a distinct practice of executing trades individually rather than in aggregate.

General retirement planning Retirement income strategy Charitable giving & philanthropy
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Erica S

CFP®, CFA®

San Marcos, TX

Mountain Flower Investments & Planning, LLC

Erica Schnabel is a CFP® and CFA® credentialed financial advisor with six years of industry experience. She currently leads Mountain Flower Investments & Planning in New Braunfels, TX. Prior to founding her firm, she worked at LifePath Financial Advisors, Colorado Capital Management, and First National Bank. She serves as an outside member of the investment committee for Colorado State University’s Other Post Employment Benefits Trust. Mountain Flower Investments & Planning provides financial planning and discretionary investment management primarily to individuals, including high-net-worth clients, and some business clients. The firm employs a combination of active and passive investment strategies tailored to client goals and risk tolerance, delivering ongoing portfolio management and written financial plans.

Annuities General estate planning guidance Cash flow / budgeting Retirement income strategy
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