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Paul Plemenos

Mra Advisory Group
27 Years of Experience
Parsippany, NJ
4 Disclosures
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Paul Plemenos is a registered investment advisor at Mra Advisory Group, based in Parsippany, NJ, with 27 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 504 clients with $360M in assets under management.

Mra Advisory Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
504 clients
Average Client Portfolio
$717K average
Assets Under Management
$361.3M

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.50%
$500K - $1.0M1.35%
$1.0M - $2.0M1.10%
$2.0M - $3.0M1.00%
$3.0M - $4.0M0.90%
$4.0M - $5.0M0.80%
$5.0M - $6.0M0.70%
$6.0M - $7.0M0.60%
$7.0M - $8.0M0.50%
$8M+0.40%

All fees are negotiable. Biblically Responsible Investing portfolios are charged at a flat rate of 0.45% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

14 Walsh Drive, Suite 302, Parsippany, NJ, 07054

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History

Regulatory History (4)
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.
Regulatory
July 2016
Final
Employment Separation After Allegations
June 2015
Customer Dispute
March 2015
Settled
Customer Dispute
May 2003
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Paul owns WE Racing, an automobile racing business, since 2013. He spends a few hours per week on this activity.

Employment History
Current Registrations
Mra Advisory Group
October 2018 - Present · 8 yrs
Previous Registrations
Ameriprise Financial Services, INC.
July 2015 - June 2017 · 1 yr 11 mos
Ameriprise Financial Services, INC.Broker
July 2015 - June 2017 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2010 - July 2015 · 5 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2010 - July 2015 · 5 yrs 1 mo
Wells Fargo Advisors, LLC
May 2003 - June 2010 · 7 yrs 1 mo
Wells Fargo Advisors, LLCBroker
May 2003 - June 2010 · 7 yrs 1 mo
Morgan Stanley
June 2002 - May 2003 · 11 mos
Morgan Stanley Dw INC.Broker
September 1997 - May 2003 · 5 yrs 8 mos
State Registrations1 state
NJ
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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Paul Plemenos - Financial Advisor | TrueAdvisor