MP
MP

Michael Pautauros

17 Years of Experience
New Port Richey, FL
1 DisclosureSells Insurance

Michael Pautauros is a registered investment advisor at Commoncents Wealth Advisors, LLC, based in New Port Richey, FL, with 17 years of industry experience. Michael 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, Insurance Planning, and 3 more. Their firm serves 302 clients with $25M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
302 clients
Average Client Portfolio
$83K average
Assets Under Management
$25.0M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.50%
$100K+1.00%

Fees may be negotiable, and accounts within the same household may be combined for a reduced fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2144 Seven Springs Blvd, New Port Richey, FL, 34655

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History

Regulatory History (1)
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Judgment / Lien
November 1995
Other Business ActivitiesSells Insurance

Michael is an insurance agent with Bay Area Wealth Management, LLC since 2019. He also has several other business activities, including being a part owner in Bay Area Tax Specialists, Jamap Home Builders LLC, Fernluci Digital Marketing, and 800 S Florida, LLC, as well as a sub-contractor for legal services.

Employment History
Current Registrations
Commoncents Wealth Advisors, LLC
August 2019 - Present · 7 yrs 2 mos
Previous Registrations
T. Rowe Price Advisory Services, INC.
September 2010 - July 2019 · 8 yrs 10 mos
T. Rowe Price Investment Services, INC.Broker
July 2010 - July 2019 · 9 yrs
State Farm Vp Management CORP.Broker
October 2009 - June 2010 · 8 mos
Wachovia Securities, LLC
August 2007 - December 2007 · 4 mos
Wachovia Securities, LLCBroker
August 2007 - December 2007 · 4 mos
Morgan Stanley
August 2005 - April 2006 · 8 mos
Morgan Stanley Dw INC.Broker
June 2005 - April 2006 · 10 mos
State Registrations3 states
FLNCTX
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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