Paul Matheson is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Wakefield, MA, with 22 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, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
500 Edgewater Drive, #565, Wakefield, MA, 01880
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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 a client services representative for Compass Point Retirement Planning, Inc and f3 Logic, LLC, and a non-producing registered admin for Gallagher Fiduciary Advisors, dedicating nearly full-time hours to these roles. He also works as a notary, spending minimal time on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Gallagher Fiduciary Advisors, LLC
Previous Registrations
Triad Advisors LLCBroker
Independent Financial Group, LLCBroker
National Planning CorporationBroker
Scottrade Investment Management
Scottrade, INC.Broker
Canaccord Adams INC.Broker
Winslow, Evans & Crocker, INC.
Winslow, Evans & Crocker, INC.Broker
John Hancock Funds, LLCBroker
Signator Investors, INC.Broker
State Registrations14 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.