How does the advisor help clients – Key Takeaways:
- Offers personalized financial planning services tailored to individual clients’ needs and goals.
- Provides investment management services to help clients grow their wealth over time.
- Utilizes a holistic approach to financial planning, taking into consideration all aspects of a client’s financial situation.
Facts and Insights
PAYANT WEALTH MANAGEMENT GROUP has over $500 million in assets under management and employs a team of experienced and knowledgeable financial advisors to serve their clients. The firm has a client retention rate of 95%, demonstrating their commitment to building long-term relationships with clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance solutions
- Education planning
- Charitable giving
Client Types
PAYANT WEALTH MANAGEMENT GROUP serves a diverse range of clients, including:
- Individuals and families
- High-net-worth individuals
- Business owners
- Corporate executives
- Non-profit organizations
Fees & Compensation
PAYANT WEALTH MANAGEMENT GROUP operates as a fee-only advisor, meaning they do not receive any commissions or kickbacks from financial products. Their fees are based on a percentage of assets under management, with a tiered fee structure that decreases as a client’s assets increase.
Background
The founder and CEO of PAYANT WEALTH MANAGEMENT GROUP, John Payant, has over 25 years of experience in the financial services industry. He is a Certified Financial Planner (CFP®) and a member of the National Association of Personal Financial Advisors (NAPFA).
Financial Advisor Disclosures to Know
As an advisor registered with the Securities and Exchange Commission (SEC), PAYANT WEALTH MANAGEMENT GROUP has a fiduciary responsibility to act in the best interests of their clients. They have not had any disciplinary actions taken against them by regulatory bodies, and their advisors have clean compliance records.