PAUL MANNERS & ASSOCIATES, INC.
Paul Manners & Associates, Inc. is an independent financial advisory firm that has been providing expert financial guidance to clients since 1995. With a team of experienced and knowledgeable advisors, they offer a wide range of services to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment advice
- Uses a comprehensive approach to financial management
- Offers a wide range of financial products and services
- Works on a fee-only basis, ensuring transparency and unbiased advice
Facts and Insights
PAUL MANNERS & ASSOCIATES, INC. has over 25 years of experience in the financial industry. Their team of advisors has a combined experience of over 100 years in providing financial guidance to clients. Through their years of experience, they have gained valuable insights and knowledge, making them a trusted advisor for many clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 25 years |
Financial Services Offered
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
PAUL MANNERS & ASSOCIATES, INC. caters to a diverse range of clients, including:
- Individuals
- Families
- Small businesses
- Corporations
- Non-profit organizations
Fees & Compensation
The firm works on a fee-only basis, which means they do not receive any commissions or incentives for recommending specific financial products. This ensures that their advice is unbiased and in the best interest of their clients. Their fees are based on a percentage of the assets they manage or a flat retainer fee, depending on the services provided.
Background
Paul Manners, the founder and CEO of PAUL MANNERS & ASSOCIATES, INC., has over 35 years of experience in the financial industry. He holds a degree in Economics and a Certified Financial Planner (CFP®) designation. The firm is registered with the Securities and Exchange Commission (SEC), and its advisors are also licensed and registered with appropriate state regulatory agencies.
Financial Advisor Disclosures to Know
As a registered advisory firm, PAUL MANNERS & ASSOCIATES, INC. is required to disclose any potential conflicts of interest or legal or disciplinary events that may have an impact on their clients. These disclosures can be found on their Form ADV, which is available upon request or on the SEC’s website.