Paul Timothy Money

CFP

Bip Wealth, LLC

22 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth

Bip Wealth, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

47 advisors

Number of Clients

1,690 clients

Average Client Portfolio

$2.0M average

Assets Under Management

$3.4B

Fee Structure

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	1.50%
$500K - $1000K	1.35%
$1.0M - $2.5M	1.15%
$2.5M - $5.0M	0.95%
$5.0M - $10.0M	0.90%
$10M+	0.80%

Fees may be negotiable at BIP's discretion.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

2101 Brookstone Centre Pkwy Ste 200, Columbus, GA, 31904

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

November 2013

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Paul owns Abbey Creek Properties LLC, a real estate limited liability corporation, and RCTM Properties LLC, a real estate development company. He is also an independent insurance agent and managing partner of Tin Man Holdings, LLC, which owns farming real estate in Kansas, and owns Green Island Consulting, LLC.