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Paul Pangburn

Advisor at Gibson Financial Solutions, Inc.

Updated today

Location

Ellsworth, ME 04605

Credentials

CFP®, Series 65

Industry experience

17 years

About

Paul Pangburn is a CFP® with 17 years of industry experience and has been with Gibson Financial Solutions, Inc. since 2007. He holds a Series 65 license and operates out of Ellsworth, ME. Gibson Financial Solutions, Inc. is a fee-only advisory firm serving individuals, high-net-worth families, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a core-satellite investment approach using no-load mutual funds, ETFs, and fixed-income securities, with discretionary management and a focus on integrating financial planning into portfolio oversight.

Client services

Based on Gibson Financial Solutions, Inc.

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Gibson Financial Solutions, Inc.

General retirement planning General tax planning College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting

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Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.50% $3,000,001+: 0.25%

Project-based

$200 per hour for financial planning and consulting

Subscriptions

Retainer fees generally priced based on complexity and assets under management; specific amounts not stated

Other

Minimum fee: Minimum annual fee generally $500, may be waived or negotiated Fee-only: Fee-only financial planning and investment advisory services; no commissions or third party fees accepted

Location

67 Franklin Street

Ellsworth, ME 04605

Most active in

Maine

Work history

Gibson Financial Solutions, Inc.

2007 - Present (19 years)

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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