Paul Mcnair is a CFP-designated registered investment advisor at The Monitor Group, INC., based in Martinez, GA, 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 Education Planning, Estate Planning, Federal Employees, Financial Planning & Coaching, and 6 more. Their firm serves 174 clients with $170M 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 | 1.25% |
The standalone investment management fee ranges from 0.50% (half of 1%) to 1.25% per year and is negotiable. Comprehensive planning clients pay a fixed annual fee rather than an asset-based percentage.
Fee Estimator
Contact
Paul Mcnair
Location
534 Blackburn Drive, Martinez, GA, 30907
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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 →Employment History
Current Registrations
The Monitor Group, INC.
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
Additional Information
Paul is President and Owner of The Monitor Group, Inc. - which was founded in Augusta, Georgia in 1992 as the first Fee-Only Firm in the area. He is a Certified Financial Planner™ and NAPFA-Registered Financial Advisor. His focus is Comprehensive Financial Planning. Paul very much enjoys meeting new people and working with his Clients to achieve their individual Goals and Objectives. He is accepting new Clients.
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