Paul Coan is a CFP, ChFC-designated registered investment advisor at Raton Wealth, based in Fishers, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.
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% |
Maximum fee rate is 0.90%. For accounts over $3,000,001, a flat retainer of $27,000 is available once the account value remains above the limit for three consecutive months. Fees are negotiable.
Fee Estimator
Location
11 Municipal Drive, Suite 200, Fishers, IN, 46038
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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.
Exams
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