Paul Ried
Paul Ried is a CFP-designated registered investment advisor at Paul R. Ried Financial Group, LLC, based in Bellevue, WA, with 39 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,060 clients with $1.3B 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 | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $7.5M | 0.75% |
| $7.5M+ | 0.50% |
Fees are blended. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Location
10801 Main Street, Suite 201, Bellevue, WA, 98004-6366
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 1995Other Business ActivitiesSells Insurance
Paul sells fixed insurance products, including life insurance, annuities, and long-term care, dedicating minimal time to this. He is also involved with Market Place Connections, Triage Care Ministry, ORIA - Paul R. Ried Financial Group, LLC, and Rieds Refuge LLC.
Employment History
Current Registrations
Paul R. Ried Financial Group, LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
State Registrations2 states
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.