Paul Carpenter
Paul Carpenter is a CFP, PFS-designated registered investment advisor at Atlas Private Wealth Advisors, based in Johnstown, PA, with 37 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 1,482 clients with $690M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Atlas Private Wealth Advisors manages investments through various programs, charging a percentage of the assets managed. The specific fee ranges up to 2% annually, charged quarterly in advance, and is negotiable. The Advisor may charge a lesser fee or waive fees under certain circumstances. There are also fees for third-party manager services that are separate and in addition to Atlas PWA's fees.
Location
400 Luray Avenue #100, Johnstown, PA, 15904
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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 operates Paul Carpenter Capital Advisors as a DBA for his LPL business and also sells non-variable insurance. He also provides investment advisory services through Atlas Private Wealth Advisors, dedicating full-time hours to this activity, and is a part-time drummer.
Employment History
Current Registrations
Atlas Private Wealth Advisors
LPL Financial LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations10 states
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