Paul Grace is a registered investment advisor at Aspirean Wealth, LLC, based in Mill Valley, CA, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 165 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aspirean Wealth's Comprehensive Portfolio Management service charges a maximum annual fee of 1.60% of your portfolio. This fee covers both investment management and financial planning. Aspirean Wealth uses third-party money managers, who are compensated out of this fee. The total annual fee charged to clients utilizing third-party money managers may exceed 1.60% as the third-party money managers may be compensated separately from Aspirean Wealth's portfolio management fees.
Location
6 Knoll Lane, Suite B, Mill Valley, CA, 94941
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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 works as a tax preparer and also provides life insurance, fixed annuities, long-term care, and disability insurance. Both activities are conducted at the office address of record.
Employment History
Current Registrations
Aspirean Wealth, LLC
Previous Registrations
Independent Financial Group, LLC
Genworth Financial Advisers Corporation
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.