Paul Stein
Paul Stein is a CFP-designated registered investment advisor at Advisornet Wealth Partners, based in Minnetonka, MN, with 35 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 2,712 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AdvisorNet Wealth Partners' investment management fee is negotiable, not exceeding 2.50% annually, for both wrap and non-wrap fee arrangements. The wrap fee includes trade execution, custody, reporting, and investment management fees. The non-wrap fee does not include these additional costs. Fees may be lower or waived based on various criteria. Cash is considered an asset class and included in fee calculations.
Location
110 Cheshire Lane, Suite 200, Minnetonka, MN, 55305
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2001Other Business ActivitiesSells Insurance
Paul sells fixed life, health, disability, annuities, and long-term care insurance products as a representative for various companies. He also refers people to Choice Financial for online banking and is involved with AdvisorNet Financial Inc. and Advanced Retirement Resources, Inc. in financial planning and advisory roles.
Employment History
Current Registrations
Advisornet Wealth Partners
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Lutheran Brotherhood Securities CORP.Broker
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.