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Paul Guidry

Summit Financial Wealth Advisors
39 Years of Experience
Slidell, LA
1 Disclosure
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Paul Guidry is a registered investment advisor at Summit Financial Wealth Advisors, based in Slidell, LA, 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 Business Owners, Divorce Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 1,265 clients with $1.8B in assets under management.

Summit Financial Wealth Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
1,265 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.25%
$250K - $1.0M1.00%
$1M+0.95%

Rates shown are for equities and mutual funds. Fixed income investments are charged at 0.65% for the first $250,000 and 0.50% for amounts over $250,000. Fees are negotiable.

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

Slidell, LA

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History

Regulatory History (1)
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Financial
September 2020
Pending
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Paul is a sole member/manager and 100% owner of a small business consulting and management firm, dedicating a few hours per week. He is also a member/manager of AGPG, LLC, a holding company for a recreational fishing boat, requiring minimal time.

Employment History
Current Registrations
Summit Financial Wealth Advisors
October 2022 - Present · 4 yrs
Previous Registrations
Adg Wealth Management Group, LLC
October 2010 - October 2022 · 12 yrs
Triad Advisors LLCBroker
May 2010 - November 2022 · 12 yrs 6 mos
Crown Capital Securities, L.P.Broker
March 2000 - May 2010 · 10 yrs 2 mos
Mutual Service CorporationBroker
March 1999 - March 2000 · 1 yr
Titan/value Equities Group, INC.Broker
September 1987 - March 1999 · 11 yrs 6 mos
State Registrations2 states
LATX
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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