Paul Reardon
Paul Reardon is a CFP-designated registered investment advisor at Investment Advisory Group LLC, based in Sarasota, FL, with 34 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,542 clients with $1.2B 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 | 1.00% |
| $1M+ | 1.00% |
For amounts over $1 million, the fee ranges from 1% to 0.75% per year, depending on the complexity and services provided. Individual Fixed Income Portfolios: 0.50% per year. Fees are negotiable.
Fee Estimator
Location
1343 Main Street, Suite 705-787, Sarasota, FL, 34236
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 a registered investment advisor associate selling fixed insurance products like life, annuities, disability, and long-term care, dedicating full-time hours to this. He also serves as President of the Boys & Girls Club of Marshfield, spending minimal time on governance and board-related items.
Employment History
Current Registrations
Investment Advisory Group LLC
Cetera Advisors LLCBroker
Previous Registrations
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations11 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.