About PAUL M. WENDEE & ASSOCIATES
PAUL M. WENDEE & ASSOCIATES is a highly reputable financial firm that specializes in providing comprehensive and personalized financial planning services. Led by Paul M. Wendee, a seasoned financial expert with over 20 years of experience in the industry, the firm has helped numerous individuals and organizations achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial planning services
- Specializes in creating customized financial strategies for clients
- Provides sound financial advice based on extensive market research and analysis
- Assists clients in managing their investments and assets
- Helps clients plan for their retirement, education, and other financial goals
Facts and Insights
PAUL M. WENDEE & ASSOCIATES has a strong track record of success and has established itself as a trusted financial advisor. The firm is known for its personalized approach to financial planning and its commitment to providing the best possible solutions for its clients. By staying on top of market trends and continuously evaluating and adjusting strategies, the firm ensures that its clients’ financial plans remain effective and efficient.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 20 years |
*Numbers are based on the publicly available information as of 2021.
Financial Services Offered
PAUL M. WENDEE & ASSOCIATES offers a wide range of financial services to cater to the diverse needs of its clients. Some of the services offered include:
- Financial planning and analysis
- Investment management
- Estate planning
- Retirement planning
- Education planning
- Tax planning
Client Types
The firm serves a diverse clientele, including individuals, families, and small business owners. With its personalized approach, PAUL M. WENDEE & ASSOCIATES is able to tailor its services to meet the unique needs and goals of each client.
Fees & Compensation
PAUL M. WENDEE & ASSOCIATES believes in transparency and ensures that its clients are fully informed about fees and compensation. The firm charges a percentage of assets under management as its fee, which can range from 1% to 2%, depending on the client’s portfolio. Clients can also choose to pay for specific services on a fee-only or commission basis.
Background
Paul M. Wendee, the founder and principal advisor of PAUL M. WENDEE & ASSOCIATES, has an extensive background in the financial industry. He holds a Bachelor’s degree in Finance and has also completed advanced courses in investments, insurance, and tax planning. He is a Certified Financial Planner™ and a member of the Financial Planning Association (FPA), further demonstrating his commitment to providing top-notch financial services to his clients.
Financial Advisor Disclosures to Know
As with any financial advisor, it is essential to be aware of any potential conflicts of interest or disciplinary actions. PAUL M. WENDEE & ASSOCIATES has a clean record and has not faced any disciplinary actions or complaints from clients.