Paul Smith is a CFP, ChFC-designated registered investment advisor at Advisory Services Network, based in Austin, TX, with 18 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, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Location
6500 Riverplace Blvd., Building 7, Ste. 250, Austin, TX, 78730
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 works as an actor/model for film, print, and TV, and is also a licensed insurance agent brokering non-registered insurance products through Physician's Resource Services. Additionally, Paul owns PRC Sitio Del Rio LLC and is a managing member of PRS Tax Advisors LLC, dedicating minimal time to each.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations2 states
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