Olivia Pauly is a CFP-designated registered investment advisor at Hightower Advisors, LLC, based in Wichita, KS, with 4 years of industry experience. Olivia is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 64,035 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hightower Advisors charges fees that vary depending on the specific advisor and service used, typically calculated as a percentage of your portfolio. Fees may be structured as a flat percentage or through tiered rates where the percentage changes based on the size of your investments. Fees are generally billed quarterly or monthly, either in advance or in arrears. Specific fee schedules, minimum account sizes, and minimum annual fees are determined by individual advisor practices.
Location
8301 E 21st St N, #150, Wichita, KS, 67206
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
Olivia is a licensed real estate agent with New Door Real Estate since 2020 and a board member of the Financial Planning Association since 2023. Both activities require minimal time and are not investment-related.
Employment History
Current Registrations
Hightower Advisors, LLC
Hightower Securities, LLCBroker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
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
- Trevor Phillippi, CFAHightower Advisors, LLC
- Andrew Mies, CFAHightower Advisors, LLC
- Margaret Dechant, CFPHightower Advisors, LLC
- Sarah Hampton, CFPHightower Advisors, LLC
- Cameron Sellers, CFPHightower Advisors, LLC
- Jordan Swisher, CFPHightower Advisors, LLC