Paul Bennett
Paul Bennett is a CFP, ChFC-designated registered investment advisor at Decisionmap Wealth Management, LLC, based in Great Falls, VA, with 25 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 139 clients with $240M 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 $1.0M | 1.10% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
DMWM can negotiate a different fee rate for certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.).
Fee Estimator
Location
746 Walker Road, Suite 16, Great Falls, VA, 22066
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 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
Previous Registrations
Goldman Sachs Personal Financial Management
C5 Wealth Management, LLC
Mony Securities Corporation
Private Wealth Advisers, LLC
State Registrations2 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.