Paul Muller
Paul Muller is a registered investment advisor at Vision Retirement, based in Ridgewood, NJ, with 29 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, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 1,119 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vision Retirement offers Fiduciary Investment Management services, where they rely on third-party intellectual property for investment allocations and strategies. They also offer Robo-Investment Management (VR Robo) through Betterment LLC, which provides automated investing with guidance from a financial advisor. The fees for Fiduciary Investment Management have a maximum of 1.25% of the dollars invested. Robo Investment Management is a fixed percentage of 0.75% of the account value.
Location
171 East Ridgewood Avenue, Suite 205, Ridgewood, NJ, 07450
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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 ActivitiesSells Insurance
Paul provides investment advisory services through Vision Retirement, LLC, dedicating nearly full-time hours to this. He also sells non-variable life, disability, and LTC insurance, including fixed annuities, and works with local CPAs to prepare tax returns for RIA clients.
Employment History
Current Registrations
Vision Retirement
LPL Financial LLCBroker
Previous Registrations
Ridgewood Financial Advisors, LLC
Ridgewood Financial Advisors, LLC
LPL Financial LLC
PNC Capital Markets LLCBroker
Proponent Financial Services, INC.
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Fidelity Brokerage Services, INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Financial Network Investment CorporationBroker
State Registrations24 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.