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PB
CFP · ChFC
PB
CFP · ChFC

Paul Bennett

Decisionmap Wealth Management, LLC
26 Years of Experience
Great Falls, VA
Sells Insurance
View SEC Summary
View SEC Summary

Paul Bennett is a CFP, ChFC-designated registered investment advisor at Decisionmap Wealth Management, LLC, based in Great Falls, VA, with 26 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, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 159 clients with $360M in assets under management.

Decisionmap Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
159 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$363.4M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.10%
$1.0M - $3.0M0.80%
$3.0M - $5.0M0.70%
$5.0M - $10.0M0.60%
$10M+0.25%

Fees are negotiable based on criteria such as anticipated future earnings, additional assets, account composition, or relationship history.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

746 Walker Road, Suite 16, Great Falls, VA, 22066

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Paul is an author, dedicating minimal time to writing and promoting books. He is also a licensed insurance agent since 1992, selling fixed insurance products, which is a full-time commitment.

Employment History
Current Registrations
Decisionmap Wealth Management, LLC
October 2023 - Present · 3 yrs
Previous Registrations
Goldman Sachs Personal Financial Management
July 2013 - November 2023 · 10 yrs 4 mos
C5 Wealth Management, LLC
November 2006 - July 2013 · 6 yrs 8 mos
Mony Securities Corporation
August 2004 - May 2005 · 9 mos
Private Wealth Advisers, LLC
May 2000 - March 2007 · 6 yrs 10 mos
State Registrations2 states
TXVA
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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