Paul Hensler is a registered investment advisor at Core Financial Advisors, based in San Bernardino, CA, with 33 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, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 249 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CORE Financial Advisors offers investment management through Comprehensive Portfolio Management and Institutional Intelligent Portfolios. The maximum fee for Comprehensive Portfolio Management is 1.50% of assets managed. The maximum fee for Institutional Intelligent Portfolios is 1.00% of assets managed. Fees are billed quarterly in advance and are negotiable.
Location
301 East Vanderbilt Way, Suite 230, San Bernardino, CA, 92408
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul works as a financial advisor at Core Financial Advisors since 2003. This is a full-time commitment.
Employment History
Current Registrations
Core Financial Advisors
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Gbs Financial CORP.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
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.