Thomas Paulson
Thomas Paulson is a PFS-designated registered investment advisor at Thomas A. Paulson, JR., DBA, Thomas A. Paulson, JR., CPA, based in Loveland, CO, with 26 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 10 clients with $4.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Thomas A. Paulson, Jr., CPA's fees for managing your investments can be calculated in a few ways:
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As a percentage of your portfolio, between 0.5% and 2% per year. This is calculated either on the last day of the previous quarter or based on the average daily balance over the previous quarter.
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As an hourly rate of $150 per hour.
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As a flat annual fee, ranging from $1,000 to $7,500.
Location
Loveland, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is the president and sole owner of Thomas A. Paulson, Jr., CPA, P.C., a tax preparation and small business accounting firm, since 1995. This takes nearly full-time, with about half of his time spent during securities trading hours.
Employment History
Current Registrations
Thomas A. Paulson, JR., DBA, Thomas A. Paulson, JR., CPA
Previous Registrations
Multi-Financial Securities Corporation
State Registrations1 state
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