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Paul Quebec

Simplicity Wealth
14 Years of Experience
Nashua, NH
1 DisclosureSells Insurance
View SEC Summary
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Paul Quebec is a registered investment advisor at Simplicity Wealth, based in Nashua, NH, with 14 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 8,494 clients with $4.3B in assets under management.

Simplicity Wealth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
208 advisors
Number of Clients
8,494 clients
Average Client Portfolio
$503K average
Assets Under Management
$4.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Advisory fees generally range from 0.10% to 2.00% of assets under management. Platform fees range from 0.10% to 0.60%, and third-party model manager fees range from 0.00% to 1.00%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

20 Trafalgar Square, Suite 411, Nashua, NH, 03063

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
January 2013
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Paul is an insurance agent with Paul Quebec Agent, dedicating about 30 hours per month to insurance sales. He is also the owner of Granite Rock Wealth Management LLC, spending about half his time on insurance sales.

Employment History
Current Registrations
Simplicity Wealth
January 2025 - Present · 1 yr 9 mos
Previous Registrations
Foundations Investment Advisors LLC
December 2022 - August 2024 · 1 yr 8 mos
Esi Financial Advisors
April 2021 - November 2022 · 1 yr 7 mos
Equity Services, INC.Broker
March 2021 - November 2022 · 1 yr 8 mos
Prudential Financial Planning Services
August 2020 - February 2021 · 6 mos
Pruco Securities, LLC.Broker
August 2020 - February 2021 · 6 mos
Cetera Investment Services LLCBroker
June 2019 - June 2020 · 1 yr
Foresters Financial Services, INC.Broker
June 2018 - June 2019 · 1 yr
Park Avenue Securities LLCBroker
February 2015 - October 2017 · 2 yrs 8 mos
Park Avenue Securities LLCBroker
September 2014 - December 2014 · 3 mos
MML Investors Services, LLCBroker
July 2013 - June 2014 · 11 mos
Nylife Securities LLCBroker
August 2009 - January 2013 · 3 yrs 5 mos
State Registrations1 state
NH
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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