Paul Rutkowski
Paul Rutkowski is a registered investment advisor at Eversource Wealth Advisors, LLC, based in Scottsdale, AZ, 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 Business Owners, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 4,050 clients with $4B 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 $3.0M | 2.00% |
| $3M+ | 2.00% |
The above fee schedule is used as a guideline only. Account Asset Value ranges and applicable fees are subject to negotiation in EverSource’s sole discretion and will vary among different advisors and clients.
Fee Estimator
Location
8355 E. Hartford Drive, Suite 102, Scottsdale, AZ, 85255
Get directionsHistory
Regulatory History (4)
Customer Dispute
May 2018Customer Dispute
April 2016Customer Dispute
August 2014Criminal
May 1983Other Business Activities
Paul owns Paul Rutkowski, LLC, which handles bookkeeping and expenses related to his advisory and insurance practice, since 2011. He spends about 10-20% of his time on this activity.
Employment History
Current Registrations
Eversource Wealth Advisors, LLC
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Citigroup Global Markets INC.Broker
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.