PF
PF

Paul Fibbe

30 Years of Experience
Jacksonville, FL
1 DisclosureBrokerSells Insurance

Paul Fibbe is a registered investment advisor at VALIC Financial Advisors, INC., based in Jacksonville, FL, with 30 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1277 advisors
IM Fee
Planning only
Assets Under Management
$26.4B

Fee Structure

  • Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
  • Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
  • The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
One-Time Plan:Up to $5,000
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Location

10151 Deerwood Park Boulevard, Bldg. 300, Suite 315, Jacksonville, FL, 32256

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
November 1998
Other Business ActivitiesSells Insurance

Paul is an agent for AGIA, selling non-securities insurance products since 2022. This takes a few hours per week.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
September 2000 - Present · 25 yrs 10 mos
VALIC Financial Advisors, INC.Broker
May 1999 - Present · 27 yrs 2 mos
Previous Registrations
The Variable Annuity Marketing CompanyBroker
November 1998 - December 2001 · 3 yrs 1 mo
Benefitscorp Equities, INC.Broker
December 1995 - November 1998 · 2 yrs 11 mos
State Registrations3 states
CAFLGA
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.