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CFP

Paul Hoskin

Arax Advisory Partners
37 Years of Experience
Loudon, TN
View SEC Summary
View SEC Summary

Paul Hoskin is a CFP-designated registered investment advisor at Arax Advisory Partners, based in Loudon, TN, with 37 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 15,662 clients with $27B in assets under management.

Arax Advisory Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
233 advisors
Number of Clients
15,662 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$26.5B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Rates generally range from 0.50% to 3.00% per year for assets under management, varying based on account size and complexity. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Loudon, TN

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Arax Advisory Partners
September 2026 - Present · 1 mo
Summit Trail Advisors, LLC
August 2024 - Present · 2 yrs 2 mos
Previous Registrations
LPL Financial LLC
July 2023 - September 2024 · 1 yr 2 mos
LPL Financial LLCBroker
July 2023 - September 2024 · 1 yr 2 mos
Bancwest Investment Services, INC.Broker
March 2022 - July 2023 · 1 yr 4 mos
Bancwest Investment Services, INC. (bwis)
March 2022 - July 2023 · 1 yr 4 mos
Citi Private Advisory, LLCBroker
February 2017 - June 2020 · 3 yrs 4 mos
Citigroup Global Markets INC.Broker
November 2013 - June 2020 · 6 yrs 7 mos
Citigroup Global Markets INC.
November 2013 - June 2020 · 6 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - October 2013 · 4 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - October 2013 · 4 yrs
Banc of America Investment Services, INC.
March 2008 - October 2009 · 1 yr 7 mos
Banc of America Investment Services, INC.Broker
March 2008 - October 2009 · 1 yr 7 mos
Ust Securities CORP.Broker
September 2007 - March 2008 · 6 mos
City National Securities, INC.Broker
December 2006 - August 2007 · 8 mos
Ust Securities CORP.Broker
February 2005 - November 2006 · 1 yr 9 mos
Charles Schwab & CO., INC.
October 2001 - October 2004 · 3 yrs
Charles Schwab & CO., INC.Broker
October 2000 - October 2004 · 4 yrs
TD Waterhouse Investor Services, INC.Broker
November 1997 - October 2000 · 2 yrs 11 mos
Kennedy, Cabot & CO.Broker
December 1994 - November 1997 · 2 yrs 11 mos
Dain Bosworth IncorporatedBroker
January 1993 - August 1994 · 1 yr 7 mos
Edward D. Jones & CO., L.P.Broker
October 1991 - January 1993 · 1 yr 3 mos
Crowell, Weedon & CO.Broker
October 1985 - January 1991 · 5 yrs 3 mos
State Registrations2 states
CATN
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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