Paul Sponseller
Advisor at Independent Financial partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Independent Financial partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Sun City Center, Fl 33573, FL 33573
Credentials
CFP®, Series 63, Series 65, Series 66
Industry experience
28 years
Paul Sponseller is a CFP® with 27 years of experience in the financial services industry. He has been with Independent Financial Partners since 2019 and previously worked at firms including WealthSource Partners, LLC, and Raymond James & Associates. He serves on the board of directors for Mary and Martha House, a battered women's shelter in Ruskin, Florida. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.
Based on Independent Financial partners
Financial planning services often charged as flat fees, negotiated based on service scope and complexity
$0+: Negotiated; may be tiered with breakpoints set by individual IARs up to 2.0% max $0+: Up to 2.5% max with Third Party Asset Managers (TPAMs) included
Offered through affiliated broker-dealer; commissions charged on brokerage transactions separate from advisory fees
Financial planning and consulting services may be charged on an hourly basis, fees negotiated per engagement
Minimum fee: Minimum fees vary by IAR; some IARs may charge flat fees regardless of account size Fee-only: Financial planning fees charged as flat fees, negotiated per client and service complexity
139 Pebble Beach Blvd
Sun City Center, Fl 33573, FL 33573
Florida
Independent Financial Partners
2019 - Present (7 years)
WealthSource Partners, LLC
2017 - 2019 (2 years)
Moors & Cabot, Inc.
2017 - 2017 (1 year)
Niagara International Capital Limited
2017 - 2017 (1 year)
UNEMPLOYED
2017 - 2017 (1 year)
Raymond James & Associates
2014 - 2017 (3 years)
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, 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.
Trust company
They provide trust and estate administration services, typically for separate fees.
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.
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