Paul Zablotney is a registered investment advisor at Liberty One Wealth Advisors, based in Philadelphia, PA. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 236 clients with $180M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
236 clients
Average Client Portfolio
$756K average
Assets Under Management
$178.4M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $15.0M | 0.70% |
| $15M+ | 0.70% |
Fees are negotiable for accounts over $15,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
2001 Market St., Suite 2500, Philadelphia, PA, 19103
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Regulatory History (1)
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Employment Separation After Allegations
October 2024Employment History
Current Registrations
Liberty One Wealth Advisors
January 2026 - Present · 4 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
January 2024 - October 2024 · 9 mos
State Registrations1 state
PA
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.