Paul McCoy
CRD Number: 2317297Current Firm: Total Wealth Advisors, LLC
Compensation Model: Fee Only
Paul McCoy (CRD# 2317297) is an Investment Advisor Representative working at Total Wealth Advisors, LLC in Minneapolis, MN and has over 23 years of experience in the finance industry.
As a fiduciary, fee-only, Registered Investment Advisory firm, we offer objective advice, not products. We have a solutions-oriented approach for client’s wealth management needs. We strive to provide the highest level of personal service while adhering to the strictest standards of fiduciary excellence. We build trusted, long-term relationships that give our clients an edge in an increasingly complex world.
What Makes Us Different
In this challenging economy, you may be in a complex situation, have never received professional advice, or are just unhappy with the advice from your current financial advisor—it’s not uncommon. Whether you have five thousand or five million dollars, you have money questions. Many have told us that they want to be assisted with their finances but don’t know where to begin.
At Total Wealth Advisors, our goal is to give you complete control of your Total Wealth Picture. We respect the wishes of each client and our mission is to help you create and control your Total Wealth Picture. Often financial advisors focus on one thing like the best product or stock to invest in, our's is to focus on your total financial well-being
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Total Wealth Advisors, LLC | Hopkins, MN | Aug 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1993 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2001 |
-
Total Assets Under Management91MILLIONS
-
Total Number of Accounts343ACCOUNTS
-
Average Account Value$264,376
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, LA, MN, NY, TX, WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.