Paul Kirz is a registered investment advisor at Kirz, Paul H, based in Brea, CA, with 2 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, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
Paul Kirz charges $600 per hour for financial planning services. Fees can be negotiated. He generally asks for an initial retainer fee of $7,000.
Location
Brea, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Kirz, Paul H
State Registrations1 state
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