Paolo Marchetti is a registered investment advisor at 401k Engineers INC., based in Tracy, CA, with 23 years of industry experience. Paolo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 156 clients with $44M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Location
120 E 12th St, Tracy, CA, 95376
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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 Activities
Paolo owns 401k Engineers, a legal business entity, since 2017, dedicating minimal time. He is also an advisory representative of a registered investment advisor (RIA), spending nearly full-time hours per week. Additionally, Paolo owns PNP Financial Inc, providing 3(16) services, dedicating about 10-20% of his time.
Employment History
Current Registrations
401k Engineers INC.
Previous Registrations
401k Engineers INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.