Paul Haines is a registered investment advisor at Mariner Wealth, based in Mesa, AZ, with 20 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B 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 | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.
Fee Estimator
Location
Mesa, AZ
Get directionsHistory
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 works as a bookkeeper for Tami Haines Consulting, LLC, dedicating minimal time. He also works as a consultant for Davis Fall Protection, spending a few hours per week on consulting related to running and growing the business.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
LPL Financial LLC
LPL Financial LLCBroker
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
Lincoln Investment
Lincoln InvestmentBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Bok Financial Securities, INC.Broker
Bok Financial Advisors
Nestwise LLC
LPL Financial LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Uvest Financial Services Group, INC.Broker
Commonwealth Financial NetworkBroker
Edward JonesBroker
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.