Paul Honeycutt
Paul Honeycutt is a CFP-designated registered investment advisor at H.S. Financial, INC., based in San Diego, CA, with 38 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
After one year, H.S. Financial will contact you to offer a review of your financial plan to ensure it still reflects your goals. The fee for this review is determined on a case-by-case basis.
H.S. Financial charges a fixed fee, typically ranging from $2,000 to $25,000, to develop a financial plan. The fee depends on your assets, income, the complexity of your situation, and the services you need.
Location
11373 Mandrake Pt, San Diego, CA, 92131
Get directionsHistory
Regulatory History
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 →Other Business ActivitiesSells Insurance
Paul is a registered investment advisor with Honeycutt Smith and Associates since 2006 and has been involved in fixed insurance sales since 1987, dedicating about 10-20% of his time to it. He also serves as a co-trustee for a family account and trustee for his step-siblings, and works as a life settlement broker for multiple companies, dedicating minimal time to these trustee and broker roles.
Employment History
Current Registrations
H.S. Financial, INC.
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
Cigna Financial Advisors,inc.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations12 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.