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Paul Grabski

32 Years of Experience
Aberdeen, WA

Paul Grabski is a registered investment advisor at Twin Harbors Wealth Management LLC, based in Aberdeen, WA, with 32 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 66 clients with $49M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
66 clients
Average Client Portfolio
$749K average
Assets Under Management
$49.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable based on relationship size, householding, and account activity. Employees and their family related accounts are charged a reduced fee for services.

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

110 West Market, Suite 206A, Aberdeen, WA, 98520

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Twin Harbors Wealth Management LLC
September 2020 - Present · 5 yrs 8 mos
Previous Registrations
D.A. Davidson & CO.
February 2009 - June 2020 · 11 yrs 4 mos
D.A. Davidson & CO.Broker
February 2009 - June 2020 · 11 yrs 4 mos
UBS Financial Services INC.Broker
August 2006 - November 2007 · 1 yr 3 mos
UBS Financial Services INC.
August 2006 - November 2007 · 1 yr 3 mos
Piper Jaffray & CO.
December 2001 - August 2006 · 4 yrs 8 mos
Piper Jaffray & CO.Broker
March 1992 - August 2006 · 14 yrs 5 mos
State Registrations1 state
WA
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.
Paul Grabski - Financial Advisor | TrueAdvisor