Paul Howland is a registered investment advisor at Gradient Investments, LLC, based in Raleigh, NC. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 26,806 clients with $8.8B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
26,806 clients
Average Client Portfolio
$330K average
Assets Under Management
$8.8B
Fee Structure
Minimum Investment:$500
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.15% |
Fees vary by portfolio strategy, ranging from 1.00% for Preservation up to 2.15% for Custom Indexing - Strategic. Fees are negotiable based on the overall relationship.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Raleigh, NC
Get directionsHistory
Regulatory History (2)
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Financial
January 2026Pending
Financial
July 2023Final
Employment History
Current Registrations
Gradient Investments, LLC
March 2026 - Present · 7 mos
Civitas Financial LLC
February 2026 - Present · 8 mos
Previous Registrations
Esi Financial Advisors
October 2025 - January 2026 · 3 mos
Equity Services, INC.Broker
September 2025 - January 2026 · 4 mos
State Registrations2 states
INNC
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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