PP
CFP · ChFC
PP
CFP · ChFC

Paul Pradel

32 Years of Experience
Seattle, WA
BrokerSells Insurance

Paul Pradel is a CFP, ChFC-designated registered investment advisor at Merit Financial Advisors, based in Seattle, WA, with 32 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 20,711 clients with $24B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
293 advisors
Number of Clients
20,711 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$23.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual asset management fee ranges up to a maximum of 2.50% and is negotiable. Independent contractor accounts may incur an additional platform fee of 0.25% to 0.35%.

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

1326 5th Ave, Suite 445, Seattle, WA, 98101

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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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Other Business ActivitiesSells Insurance

Paul conducts fixed insurance sales from a branch office under Pradel Financial Group DBA. This activity takes a few hours per week.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
April 2026 - Present · 6 mos
Merit Financial Advisors
April 2026 - Present · 6 mos
Previous Registrations
Commonwealth Financial NetworkBroker
January 2003 - April 2026 · 23 yrs 3 mos
Commonwealth Financial Network
January 2003 - April 2026 · 23 yrs 3 mos
American Express Financial Advisors, INC.
May 1996 - January 2003 · 6 yrs 8 mos
American Express Financial Advisors INC.Broker
December 1993 - January 2003 · 9 yrs 1 mo
Ids Life Insurance CompanyBroker
December 1993 - January 2003 · 9 yrs 1 mo
State Registrations17 states
AZCAFLHIIDILINMEMNMTNVNYORPAUTWAWY
AdvisorBrokerBoth

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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