PE
PE

Paul Ehrhart

18 Years of Experience
Clayton, MO
1 DisclosureBroker

Paul Ehrhart is a registered investment advisor at &partners, based in Clayton, MO, with 18 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
459 advisors
Number of Clients
32,200 clients
Average Client Portfolio
$439K average
Assets Under Management
$14.1B

Fee Structure

&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.

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Location

7701 Forsyth Blvd., 8th Floor, Clayton, MO, 63105

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History

Regulatory History (1)
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Criminal
January 2005
Final Disposition
Other Business Activities

Paul coaches middle school basketball, dedicating about a quarter of his time to this activity. He also owns a window treatment installation business, which takes about 10-20% of his time.

Employment History
Current Registrations
&partnersBroker
March 2025 - Present · 1 yr 4 mos
&partners
March 2025 - Present · 1 yr 4 mos
&partners
March 2025 - Present · 1 yr 4 mos
Previous Registrations
Wells Fargo Advisors
March 2023 - March 2025 · 2 yrs
Wells Fargo Advisors Financial Network, LLCBroker
March 2023 - March 2025 · 2 yrs
Cambridge Investment Research, INC.Broker
August 2014 - April 2023 · 8 yrs 8 mos
Cambridge Investment Research Advisors, INC.
August 2014 - April 2023 · 8 yrs 8 mos
New England Securities Corporation
December 2009 - August 2014 · 4 yrs 8 mos
New England SecuritiesBroker
May 2009 - August 2014 · 5 yrs 3 mos
Pruco Securities, LLC.Broker
January 2008 - March 2009 · 1 yr 2 mos
State Registrations20 states
ARAZCACOFLGAILKSMNMOMTNMNVNYOKORSCTNTXWI
AdvisorBrokerBoth

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 Ehrhart - Financial Advisor | TrueAdvisor