Paul Michel
Paul Michel is a CFP-designated registered investment advisor at Provident Financial Planning, LLC, based in Addison, TX, with 15 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 4 more. Their firm serves 72 clients with $170M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.65% |
Fees are annual and may be negotiable based upon certain circumstances.
Fee Estimator
Location
15790 Dooley Road, Suite 212, Addison, TX, 75001
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2018Other Business Activities
Paul is the Chairman of the Advisory Board for Avondale Investment Management since 2023, dedicating minimal time to ministerial and advisory duties. This activity is investment-related.
Employment History
Current Registrations
Provident Financial Planning, LLC
Previous Registrations
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Lincoln Financial Advisors CorporationBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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
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