Richard W. Paul & Associates, LLC

Richard W. Paul & Associates, LLC (CRD# 156812) is a financial advisory firm headquartered in Novi, MI. They manage $1,000,000 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $125,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Richard W. Paul & Associates, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Matthew M. Paul
CRD#: 6396006
39555 Orchard Hill Place, Suite 100, Novi, MI 48375
90
Wealthminder
score

Matthew Paul (CRD# 6396006) is an Investment Advisor Representative working at Richard W. Paul & Associates, LLC in Novi, MI and has 1 year of experience in the finance industry. Matthew Paul has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Steven R. Paul
CRD#: 5598825
39555 Orchard Hill Place, Suite 100, Novi, MI 48375
90
Wealthminder
score

Steven Paul (CRD# 5598825) is an Investment Advisor Representative working at Richard W. Paul & Associates, LLC in Novi, MI and has 1 year of experience in the finance industry. Steven Paul has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Taylor L. Jacobs
CRD#: 6392451
39555 Orchard Hill Place, Suite 100, Novi, MI 48375
88
Wealthminder
score

Taylor Jacobs (CRD# 6392451) is an Investment Advisor Representative working at Richard W. Paul & Associates, LLC in Novi, MI and has over 2 years of experience in the finance industry.

4
Richard W. Paul
CRD#: 1068741
39555 Orchard Hill Place, Suite 100, Novi, MI 48375
66
Wealthminder
score

Richard Paul (CRD# 1068741) is an Investment Advisor Representative working at Richard W. Paul & Associates, LLC in Novi, MI and has over 33 years of experience in the finance industry. Richard Paul has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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