Paula Gunter
Paula Gunter is a registered investment advisor at Aria Wealth Partners, based in Charlottesville, VA, with 23 years of industry experience. Paula operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 89 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $6.0M | 0.75% |
| $6.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Advisory Fee is negotiable.
Fee Estimator
Location
505 Faulconer Drive, Suite 2A, Charlottesville, VA, 22903
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2016Other Business ActivitiesSells Insurance
Paula receives additional compensation for licensed insurance and annuity sales, dedicating minimal time to this activity. She has been licensed to sell insurance since 2002.
Employment History
Current Registrations
Aria Wealth Partners
Previous Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Bb&t Securities, LLCBroker
Bb&t Securities, LLC
Scott & Stringfellow, LLC
Scott & Stringfellow, LLCBroker
Bb&t Investment Services, INC.Broker
Bb&t Investment Services, INC.
Bb&t Asset Management, INC.
Bb&t Investment Services, INC.Broker
State Registrations2 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.