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Paul Heckler

Cw Advisors, LLC
36 Years of Experience
Wolfeboro, NH
2 Disclosures
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Paul Heckler is a registered investment advisor at Cw Advisors, LLC, based in Wolfeboro, NH, 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 Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 6 more. Their firm serves 6,542 clients with $15B in assets under management.

Cw Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
99 advisors
Number of Clients
6,542 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$15.2B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees generally range up to 1.50% annualized based on total assets managed. Fees are negotiable depending on account size, complexity, and specific strategies.

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

Wolfeboro, NH

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2010
Award / Judgment
Regulatory
March 2010
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Cw Advisors, LLC
September 2026 - Present · 1 mo
Yosemite Capital Management
March 2026 - Present · 7 mos
Previous Registrations
Syndicated Capital, INC.Broker
June 2002 - December 2010 · 8 yrs 6 mos
Yosemite Capital Management
May 2001 - December 2025 · 24 yrs 7 mos
Raymond James Financial Services, INC.Broker
March 2001 - February 2002 · 11 mos
First Union Securities, INC.Broker
July 1998 - April 2001 · 2 yrs 9 mos
Painewebber IncorporatedBroker
July 1993 - July 1998 · 5 yrs
Prudential Securities IncorporatedBroker
November 1990 - July 1993 · 2 yrs 8 mos
American Express Financial Advisors INC.Broker
September 1989 - September 1990 · 1 yr
Ids Life Insurance CompanyBroker
September 1989 - September 1990 · 1 yr
State Registrations3 states
CANETX
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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