Paul Macnamara is a registered investment advisor at Redwood Financial Planning, LLC, based in Carlisle, PA, with 20 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, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 585 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.20% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees are negotiable. For clients who maintain accounts at American Funds, the client is charged 0.50% annually.
Fee Estimator
Location
Carlisle, PA
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Regulatory History
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 →Other Business Activities
Paul is the owner/operator of a farm in Carlisle, PA, and a partner in St. Anne's Cattle Company, which sells live beef and cattle. These activities are not investment-related.
Employment History
Current Registrations
Redwood Financial Planning, LLC
Previous Registrations
Pvg Asset Management CORP
Sipco
Strategic Invesment Partners LLC
State Registrations2 states
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.