Paul Sullivan
Paul Sullivan is a CFP-designated registered investment advisor at Foguth Wealth Management, LLC., based in Okemos, MI, with 24 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2,259 clients with $830M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Foguth Wealth Management's annual investment management fees are negotiable and range from 0.50% to 2.00% of the average daily balance of your portfolio. The fees are paid monthly in advance. If a third-party manager is used, their fee is separate from FWM's fee and will be directly debited from your account. Financial planning services are included in the investment management fee. Direct Indexing Models are offered through Orion Portfolio Solutions, LLC with a fee of 0.15%.
Location
3681 Okemos, Rd., Suite 100, Okemos, MI, 48864
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2018Customer Dispute
April 2011Customer Dispute
March 2007Other Business ActivitiesSells Insurance
Paul is an insurance agent and financial advisor at Foguth Financial Group since January 2024. He dedicates about 10-20% of his time to this role, recommending insurance products to clients as part of their financial plans.
Employment History
Current Registrations
Foguth Wealth Management, LLC.
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Allstate Financial Services, LLCBroker
Securities America, INC.Broker
Raymond James Financial Services, INC.Broker
Cco Investment Services CORP.Broker
Charter One Securities, INC.Broker
UBS Painewebber INC.Broker
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.