Paul Weaver is a registered investment advisor at Core Wealth Advisors, INC., based in Lakeland, FL, with 8 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 586 clients with $700M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Standard annual fee of 1.50% of assets under management. Fees may be negotiated or exceptions made at the firm's discretion.
Fee Estimator
Location
124 South Florida Avenue, 4th Floor, Lakeland, FL, 33801
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 Activities
Paul works part-time as a golf coach for the Polk County School Board from August to October, dedicating a few hours per week, some during trading hours. He is also a supervisor for the Golden Lakes Community Development District, spending minimal time per week on this activity, with minimal time during trading hours.
Employment History
Current Registrations
Core Wealth Advisors, INC.
State Registrations1 state
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
More Advisors
- Michael Scott, CFACore Wealth Advisors, INC.
- Derek Stross, PFSCore Wealth Advisors, INC.
- Michael Ehlenbeck, CFPCore Wealth Advisors, INC.
- Benjamin Greenman, CFPCore Wealth Advisors, INC.
- Nathan Dunham, CFPCore Wealth Advisors, INC.
- Laura Lear, CFPEdward Jones