Tacy Paul is a CFP-designated registered investment advisor at Tribridge Partners Financial LLC, based in Columbia, MD, with 28 years of industry experience. Tacy 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, Investment Management, and 1 more. Their firm serves 352 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees generally range from 0% to 2.00% annually and are negotiable based on account size, asset complexity, and other factors.
Fee Estimator
Location
6721 Columbia Gateway Drive, Suite 100, Columbia, MD, 21046
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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 →Employment History
Current Registrations
Tribridge Partners Financial LLC
Previous Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Calvert Investment Distributors, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Chevy Chase Financial Services CorporationBroker
State Registrations1 state
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
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