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CFP
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CFP

Paul Streiber

Prs Wealth Management
17 Years of Experience
Coppell, TX
1 Disclosure
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Paul Streiber is a CFP-designated registered investment advisor at Prs Wealth Management, based in Coppell, TX, with 17 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, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 50 clients with $67M in assets under management.

Prs Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
50 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$67.0M

Fee Structure

Minimum Investment:$300K
Investment management only (planning not offered)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.85%
$3.0M - $5.0M0.75%
$5.0M - $10.0M0.65%
$10M+0.50%

Fees are negotiable. Cash and cash equivalents are included in assets under management for fee calculations.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Coppell, TX

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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.
Employment Separation After Allegations
September 2018
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Employment History
Current Registrations
Prs Wealth Management
July 2018 - Present · 8 yrs 3 mos
Previous Registrations
Talis Advisory Services, LLC
April 2015 - October 2016 · 1 yr 6 mos
Heritage Financial Planning
August 2010 - September 2018 · 8 yrs 1 mo
Talis Advisory Services, LLC
August 2009 - August 2010 · 1 yr
State Registrations1 state
TX
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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