Paul Ohanian
Paul Ohanian is a registered investment advisor at Scottsdale Wealth Planning, INC., based in Scottsdale, AZ, with 36 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 67 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable at the sole discretion of the Advisor. For certain Clients, financial planning fees are included as a part of their overall investment advisory fee.
Fee Estimator
Location
7033 E. Main Street, Suite 104, Scottsdale, AZ, 85251
Get directionsHistory
Regulatory History (1)
Regulatory
October 2021Other Business ActivitiesSells Insurance
Paul is an independent insurance agent. This investment-related activity takes a few hours per week.
Employment History
Current Registrations
Scottsdale Wealth Planning, INC.
Previous Registrations
Exeter Financial, LLC
Bma SecuritiesBroker
Wealthtrust Arizona
Aig Financial Advisors, INC.Broker
Wealth Trust - Arizona LLC
Sunamerica Securities, INC.Broker
Prudential Securities IncorporatedBroker
Westamerica Investment GroupBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Pml Securities CompanyBroker
Sun Investment Services CompanyBroker
Ids Marketing CorporationBroker
State Registrations1 state
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.