Paul Horan is a PFS-designated registered investment advisor at Redhawk Wealth Advisors, INC., based in Davenport, IA, with 26 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 5 more. Their firm serves 3,205 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Maximum annual fee is 1.75%. Starter accounts with less than $5,000 in assets are assessed a flat annual fee of $50. Fees are negotiable.
Fee Estimator
Location
2444 East Kimberly Road, Davenport, IA, 52807
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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 of Criterium Financial Advisors Ltd., providing retirement plan services and supervising staff, dedicating about a quarter of his time. He is also a partner at Horan & Barker, P.C., a CPA firm, where he does business consulting and tax return reviews, taking about two-thirds of his time.
Employment History
Current Registrations
Redhawk Wealth Advisors, INC.
Previous Registrations
Freedom Investors CORP.Broker
Financial Telesis, INC.
Financial Telesis INCBroker
Vsr Advisory Services
Vsr Financial Services, INC.Broker
Omnivest, INC.Broker
Hbc Financial Services, LTD.
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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