Paul Coan is a CFP, ChFC-designated registered investment advisor at Raton Wealth, based in Indianapolis, IN, with 25 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment 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 $3.0M | 0.90% |
| $3M+ | 0.90% |
Account value under retainer fee limit to start, must be above limit for three consecutive months to convert to flat retainer fee. Clients under the $400,000 threshold will be charged our minimum annual fee of $3,600 until client’s manageable investment portfolio exceeds $400,000.
Fee Estimator
Location
10475 Crosspoint Blvd, Suite 250, Indianapolis, IN, 46256
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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, managing partner, and editor in chief of Ploutos Communication LLC, an educational publishing company. He dedicates about 10-20% of his time to this business.
Employment History
Current Registrations
Raton Wealth
Previous Registrations
Sheaff Brock Investment Advisors, LLC
Wealth Planning & Management, LLC
Morgan Stanley
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.