Paul Purwin
Paul Purwin is a CFP-designated registered investment advisor at Longwave Financial LLC, based in Bellevue, WA, with 19 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial planning services are offered at an hourly rate of $350.
- As an alternative to an hourly fee, a flat annual fee may be charged based on the complexity of an individual client’s case and analysis needs:
- Simple: $1,500 - $3,000
- Moderate: $3,000 - $5,000
- Complex: $5,000 - $10,000
Location
11911 NE 1st Street, Suite 306, Bellevue, WA, 98005
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 ActivitiesSells Insurance
Paul sells fixed insurance, and is an Investment Adviser Representative of Longwave Financial, LLC, each taking minimal time. He is also a co-owner of Longwave Financial, LLC, dedicating full-time hours to this role.
Employment History
Current Registrations
Longwave Financial LLC
Commonwealth Financial Network
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Hold Brothers On-Line Investment Services L.L.C.Broker
State Registrations3 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.