Thomas A. Paulson, Jr., DBA, Thomas A. Paulson, Jr., CPA
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves primarily individual investors and trustees, providing discretionary portfolio management and comprehensive financial planning that includes tax and insurance review, retirement projections, and estate planning. It also offers tax preparation and small-business accounting through an affiliated CPA corporation, with the brochure disclosing that clients are not required to use those accounting services to avoid conflicts of interest.
Investment advice is goal‑ and allocation‑driven, with recommendations based on time horizon, risk tolerance and tax considerations and implemented primarily with no‑load mutual funds, ETFs and common stocks; accounts are managed on a discretionary basis with periodic rebalancing and annual performance calculations. The adviser cites Austin Pryor’s Sound Mind Investing as a primary source for sector and fund guidance and prepares annual written reports for some clients.
What distinguishes the firm among similarly sized independents is its dual role as a registered investment adviser and as an operating CPA practice, a combination that the brochure identifies as uncommon and that is explicitly disclosed as a potential conflict. The sole adviser also holds the Personal Financial Specialist (PFS) credential and has operated the advisory business since 2004, blending formal accounting credentials with personal financial planning experience.
Client services
Expertise
Fee options
Flat annual fee ranging from $1,000 to $7,500, billed quarterly or annually
Between 0.5% and 2% per year, calculated on last day of previous quarter or average daily balance over previous quarter, charged in arrears
$150/hour for advisory services; financial planning services at $175/hour
Fee-only: Hourly rate $150/hour (some mention $175/hour for financial planning), flat annual fee $1,000 to $7,500 depending on services
Main office
Loveland CO
Advisors at this office
1
Most active in
Colorado
Also doing business as
Paulson (Jr.), Thomas Alfred · Thomas A. Paulson, Jr. Cpa · Thomas A. Paulson, Jr. Dba Thomas A. Paulson, Jr., Cpa · Thomas A. Paulson, Jr., Cpa, P.C. · Thomas A. Paulson, Jr., Dba, Thomas A. Paulson, Jr., Cpa
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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