KP
CFA · CFP
KP
CFA · CFP

Kip Paulson

17 Years of Experience
Norwalk, CT

Kip Paulson is a CFA, CFP-designated registered investment advisor at Paulson Private Wealth LLC, based in Norwalk, CT, with 17 years of industry experience. Kip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 7 more. Their firm serves 9 clients with $6.3M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
9 clients
Average Client Portfolio
$696K average
Assets Under Management
$6.3M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.00%
$250K - $2.0M0.90%
$2.0M - $4.0M0.70%
$4.0M - $10.0M0.60%
$10M+0.50%

Fees are negotiable. Household accounts may be aggregated. Financial planning is included at no additional fee for investment management clients.

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

Norwalk, CT

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Paulson Private Wealth LLC
January 2025 - Present · 1 yr 9 mos
Previous Registrations
UBS Financial Services INC.
August 2021 - May 2024 · 2 yrs 9 mos
UBS Financial Services INC.Broker
August 2021 - May 2024 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2018 - August 2021 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2018 - August 2021 · 3 yrs 6 mos
Cantor Fitzgerald & CO.Broker
June 2012 - November 2017 · 5 yrs 5 mos
RBC Capital Markets, LLCBroker
January 2012 - June 2012 · 5 mos
Jefferies & Company, INC.Broker
June 2009 - December 2011 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2007 - April 2009 · 1 yr 9 mos
State Registrations1 state
CT
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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