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Paul Douglas Mclemore

Advisor at Ausdal Financial Partners, Inc. — Colorado Springs, CO Wimbleton Ct

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

27 years

Location

Colorado Springs, CO 80920

Ausdal Financial Partners, Inc. logo

Ausdal Financial Partners, Inc.

Multi-team

Total advisors

184

Across 95 offices

Clients per advisor

89 High

Avg AUM per client

$220,873 Very Low

HNW client ratio

24% Typical

About

Paul Mclemore is a CFP® professional with 27 years of experience in financial advisory roles. He is currently with HFG Advisors, a firm he has been associated with since 2005, and has previously worked at Ausdal Financial Partners, Intervest International Equities Corp, United Planners' Financial Services, and Heartland Financial Consultants. Outside of finance, he is a jazz piano instructor through his business, Mclemore Piano. HFG Advisors provides financial planning, consulting, and portfolio management services to individuals, businesses, and retirement plans, with a focus on non-discretionary advice and collaboration with third-party money managers and sub-advisors. The firm is also involved in financial education through the Heartland Institute of Financial Education.

Client services

Based on Ausdal Financial Partners, Inc.

Financial planning Portfolio management Selection of other advisers Advice on uma platforms

Expertise

Based on Ausdal Financial Partners, Inc.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Ausdal Financial Partners, Inc.

Founder/Business Owner Retired

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Fee options

Fixed

Financial Planning Services fees negotiated case-by-case; maximum prepaid amount $1,200.

Percentage

$0+: Negotiable, maximum annual fee not to exceed 3% All - All: Retirement Plan Advisory Program maximum annual fee 3%, fees may be fixed percentage or tiered, disclosed prior to service

Commissions

Brokerage commissions, asset-based sales charges, service fees such as 12b-1 Fees, insurance commissions on sales of insurance products and annuities, separate from advisory fees.

Project-based

Financial Planning fees may include hourly rates negotiated on a case-by-case basis.

Other

Fee-only: Negotiated asset-based advisory fees, maximum 3% annually, billed monthly or quarterly, can be flat or tiered; Financial Planning fees negotiated per client, cannot exceed $1,200 prepaid more than six months in advance.

Location

See office

Colorado Springs, CO Wimbleton Ct

2215 Wimbleton Ct

Colorado Springs CO 80920

Advisors at this office

2

Most active in

Colorado

Work history

27 years of industry experience

Ausdal Financial Partners, Inc.

2024 - Present • 2 years

Davenport, IA

Intervest International Equities Corp

2012 - 2024 • 12 years

Colorado Springs, CO

United Planners' Financial Services

2011 - 2024 • 13 years

Scottsdale, AZ

Mclemore Piano

2010 - Present • 16 years

Aurora, CO

Heartland Financial Consultants

2006 - 2024 • 18 years

Aurora, CO

Hfg Advisors Llc

2005 - Present • 21 years

Aurora, CO

Mclemore Financial Eduvisors

2003 - Present • 23 years

Aurora, CO

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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Andy H

Series 66, Series 7

Colorado Springs, CO

Creative Financial Designs, Inc.

Andy Hackett is a financial advisor with Creative Financial Designs, Inc. in Colorado Springs, CO, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at CFD Investments, Cuso Financial Services, and Waddell & Reed, Inc. Outside of his advisory work, he served as Stewardship Manager for The Dale House Project, overseeing property maintenance and advising on larger initiatives. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, corporate clients, and employer retirement plans. The firm employs asset-class model allocations informed by third-party research and offers a range of investment strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Long-term care insurance Retirement income strategy General retirement planning Roth conversion strategy Annuities Religious/faith focused
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Terry T

Series 65

Colorado Springs, CO

Replica Wealth Advisors Inc

Terry Thomason is the sole advisor at Replica Wealth Advisors Inc in Colorado Springs, CO, holding a Series 65 designation with 12 years of industry experience. Prior to founding Replica Wealth Advisors in 2019, he worked at Gradient Advisors, LLC and Mountain Range Financial Advisors from 2014 to 2019. He also operates an affiliated insurance practice, Mountain Range Insurance Advisors, offering life insurance, Medicare, long-term care, and annuity products. Replica Wealth Advisors is an independent, single-advisor firm that provides financial planning and consulting services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm customizes asset allocations and monitors third-party managers who execute trades, while also offering written financial plans and educational workshops.

Income planning Social Security optimization Roth conversion strategy Retirement income strategy General retirement planning
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Douglas H

CFP®, Series 63, Series 65

Colorado Springs, CO

First Light Financial

Douglas Holden is a CFP® with nine years of experience in the financial advisory industry. He is the sole advisor at First Light Financial, an independent firm based in Colorado Springs, CO. In addition to his advisory work, Holden has a long-standing role at Performance Technologies, Inc., where he has worked since 1995. First Light Financial provides financial planning and investment advisory services primarily to individual households with at least $100,000 in investable assets. The firm employs a predominantly passive investment strategy called "TIPS Plus!" that utilizes low-cost index funds, with occasional use of active funds, and maintains portfolios through agreed asset allocations, periodic rebalancing, and tax-loss harvesting.

Passive / index investing
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Aaron R

Series 65

Colorado Springs, CO

Strong Mountains Financial Planning

Aaron Ritchie is the principal advisor at Strong Mountains Financial Planning in Colorado Springs, CO. He holds a Series 65 designation and has experience in financial services through prior roles at USAA and Progressive Insurance, spanning over two decades when including various tenures from 2003 to 2026. Strong Mountains Financial Planning is an independent, fee-only firm serving individuals and high-net-worth clients with investment management and comprehensive financial planning. The firm combines active and passive strategies based on Modern Portfolio Theory, offering discretionary portfolio management alongside project-based and ongoing planning services.

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy

Dan H

CFP®

Colorado Springs, CO

Cornerstone Financial Planning

Cornerstone Financial Planning is an independent, fee-only wealth management firm helping individuals and families steward wealth intentionally through proactive financial planning, prudent investing, and values-driven decision-making. We work with clients who want to build wealth with purpose, pursue long-term financial independence, and align their financial lives with what matters most. Services include comprehensive financial planning, investment management, retirement planning, tax-efficient investing, real estate planning and investment analysis, risk management, and ongoing financial guidance. With personal experience in real estate investing, we help clients evaluate opportunities, navigate complexity, and make more confident financial and real estate decisions. Our approach is personalized, relationship-driven, and built around helping clients simplify complex financial decisions so they can live more intentionally and create a meaningful, impactful life.

General tax planning Wealth management Self-Employed Founder/Business Owner Christian Faith Based Gen X (Born 1965-1980)
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Erika W

Series 66, Series 65

Colorado Springs, CO

Sagegrove Investment Advisory Group, LLC

Erika Williams is the principal advisor at Sagegrove Investment Advisory Group, LLC in Colorado Springs, CO, with seven years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at RSF Social Finance and UnionBanc Investment Services, among other roles. Williams serves as an unpaid board member of the Aquillius Institute and is Senior Officer for Impact Investing at the Colorado Health Foundation. Sagegrove Investment Advisory Group, LLC provides discretionary investment management and limited-scope consulting to high-net-worth individuals, charitable organizations, and corporations. The firm focuses on long-term, disciplined portfolio construction with an emphasis on stewardship, strategic asset allocation, diversification, and tax-aware management.

Concentrated stock management Tax-loss harvesting ESG / Sustainable investing Business succession planning General estate planning guidance Executive Founder/Business Owner
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