A complete list of active advisors currently associated with Richard W. Paul & Associates, LLC
Warmer can help you find a great advisor at Richard W. Paul & Associates, LLC or one who fits your needs even better.
Richard W. Paul & Associates, LLC provides fee‑based investment advisory and financial planning services to individuals, high net worth clients, and charitable organizations, offering discretionary portfolio management, modular financial planning, and custom retirement income projections. The firm reports about $372.8 million in assets under management across roughly 673 client accounts and uses periodic reviews and account reporting to monitor client portfolios. The firm’s investment approach blends actively managed and passively managed strategies, with an emphasis on value, safety, quality, and risk control; active strategies are monitored and adjusted as needed while passive allocations are set annually and rebalanced when they drift. Client onboarding includes individualized retirement income projections and risk assessments that guide allocations among equities, bonds, passively managed funds, actively managed solutions, and annuities (the latter presented and sold as insurance products through affiliated insurance channels). Several disclosures in the firm’s brochure distinguish its operating model from many peers: investment adviser representatives are also registered representatives of broker‑dealers and the firm’s managing member operates an affiliated insurance agency through which advisors may sell indexed annuities and receive commissions, and the firm discloses forgivable loans and similar arrangements from third‑party insurance and wealth platforms (with stated mitigation and disclosure procedures). The firm also commonly delegates portfolio management to sub‑advisors under discretionary authority and does not vote client proxies, leaving proxy voting to clients unless assistance is requested.
To learn more about the advisors currently working at Richard W. Paul & Associates, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Novi, MI
| 2
| |
Novi, MI
| 10
| |
Novi, MI
| 11
| |
Novi, MI
| 43
| |
Novi, MI
| 10
| |
Novi, MI
| 7
|
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