Paul Caylor
Paul Caylor is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Huntsville, AL, with 27 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
Huntsville, AL
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2008Other Business Activities
Paul works as an investment advisor representative (IAR) with Kestra Advisory Services LLC, dedicating nearly all of his time to financial planning, investment advisory services, and wealth management. He also owns Prudent Wealth, LLC (an operating entity), is a member of Caylor and Associates, LLC, and works as a financial advisor for Prudent Wealth, focusing on financial planning and wealth management.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Banc One Securities CorporationBroker
State Registrations5 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.