PS
PS

Paul Salamon

31 Years of Experience
Buford, GA

Paul Salamon is a registered investment advisor at Brookwood Investment Group, based in Buford, GA, with 31 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 3,506 clients with $1.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
69 advisors
Number of Clients
3,506 clients
Average Client Portfolio
$357K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees are negotiable and generally range up to 2.50% depending on portfolio size, complexity, and other factors. A technology fee of $60 per account is charged annually unless waived.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

Buford, GA

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Brookwood Investment Group
February 2026 - Present · 8 mos
Previous Registrations
Redwood Private Wealth
August 2022 - March 2025 · 2 yrs 7 mos
Belpointe Asset Management LLC
January 2017 - October 2024 · 7 yrs 9 mos
The Patriot Financial Group, LLC
October 2014 - January 2017 · 2 yrs 3 mos
LPL Financial LLCBroker
September 2009 - January 2017 · 7 yrs 4 mos
LPL Financial LLC
September 2009 - December 2016 · 7 yrs 3 mos
Waterstone Financial Group, INC.
September 2006 - September 2009 · 3 yrs
Waterstone Financial Group, INC.Broker
September 2006 - September 2009 · 3 yrs
MML Investors Services, INC.
April 2005 - September 2006 · 1 yr 5 mos
MML Investors Services, INC.Broker
November 2004 - September 2006 · 1 yr 10 mos
Nylife Securities INC.Broker
June 2003 - December 2004 · 1 yr 6 mos
Metropolitan Life Insurance CompanyBroker
April 2002 - June 2003 · 1 yr 2 mos
Metlife Securities INC.Broker
April 2002 - June 2003 · 1 yr 2 mos
Park Avenue Securities LLCBroker
October 2001 - March 2002 · 5 mos
New England SecuritiesBroker
July 1999 - August 1999 · 1 mo
Washington Square Securities, INC.Broker
July 1999 - September 2001 · 2 yrs 2 mos
Nathan & Lewis Securities, INC.Broker
July 1998 - June 1999 · 11 mos
Guardian Investor Services CorporationBroker
September 1993 - February 1998 · 4 yrs 5 mos
State Registrations1 state
GA
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.
More Advisors