Paul Adams
Paul Adams is a registered investment advisor at Wood Wealth Group, LLC, based in Charlestown, MA, with 9 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 166 clients with $36M 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 $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
529 Main Street, Suite P200, Charlestown, MA, 02129
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 ActivitiesSells Insurance
Paul works as an insurance agent for Wood Wealth Group, focusing on insurance sales and service for multiple carriers, including Penn Mutual Life Insurance Company, dedicating nearly full-time hours to this. He also provides input to the finance committee for Most Blessed Sacrament and Incarnation Parish, spending minimal time on this activity.
Employment History
Current Registrations
Wood Wealth Group, LLC
Previous Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
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.