Paul Lamandia is a registered investment advisor at Oliveira Wealth, based in Modesto, CA, with 21 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, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 1,032 clients with $330M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
1,032 clients
Average Client Portfolio
$322K average
Assets Under Management
$332.4M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50%. Fees are billed monthly in arrears and are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
810 Standiford Ave, Suite 1, Modesto, CA, 95350
Get directionsHistory
Regulatory History (1)
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Criminal
April 1998Final Disposition
Employment History
Current Registrations
Oliveira Wealth
July 2026 - Present · 3 mos
Previous Registrations
Charles Schwab & CO., INC.
September 2008 - August 2026 · 17 yrs 11 mos
Charles Schwab & CO., INC.Broker
September 2008 - August 2026 · 17 yrs 11 mos
Wachovia Securities, LLCBroker
January 2008 - October 2008 · 9 mos
Wachovia Securities, LLC
January 2008 - October 2008 · 9 mos
A. G. Edwards & Sons, INC.
November 2004 - January 2008 · 3 yrs 2 mos
A. G. Edwards & Sons, INC.Broker
October 2004 - January 2008 · 3 yrs 3 mos
State Registrations1 state
CA
Advisor
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
No exam information available for this advisor.
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