Paul Ej Pangburn
PP
CFP
Paul Ej Pangburn
PP
CFP

Paul Pangburn

17 Years of Experience
Ellsworth, ME

Paul Pangburn is a CFP-designated registered investment advisor at Gibson Financial Solutions, INC., based in Ellsworth, ME, with 17 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, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 154 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
154 clients
Average Client Portfolio
$811K average
Assets Under Management
$124.9M

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.50%
$3M+0.25%

Fees are negotiable based on totality of services, complexity, and time. Current client relationships may exist where the fees are lower than the fee schedule noted above or may be based on a retainer rather than assets under management, especially if asset management is not the most significant part of the relationship.

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

Paul Ej Pangburn
PP
Paul Pangburn

Location

67 Franklin Street, Ellsworth, ME, 04605

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Gibson Financial Solutions, INC.
March 2009 - Present · 17 yrs 2 mos
State Registrations1 state
ME
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.
Paul Ej Pangburn
PP
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Paul Pangburn