Paul Evans
Paul Evans is a CFP, ChFC-designated registered investment advisor at Annapolitan Investment Group, INC., based in Annapolis, MD, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial planning services are offered on both a fixed fee and an hourly fee basis.
- The hourly fee is $150 per hour.
- The fixed fee is $250.
Location
1205 West St., Annapolis, MD, 21401
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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 an advisor at Annapolitan Investment Group, Inc. since 2005 and spends a few hours per week there. He also owns Black Island Capital, LLC, is a committee member at Elizabeth Seton High School, and is an independent contractor for the US Naval Academy Athletic Association, dedicating minimal time to each.
Employment History
Current Registrations
Annapolitan Investment Group, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Annapolitan Investment Group, INC.
Raymond James Financial Services
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations30 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.