Paul Stonge
Paul Stonge is a ChFC-designated registered investment advisor at Westminster Financial Advisory CORP, based in Bonita Springs, FL, with 47 years of industry experience. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 2,022 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Westminster Financial Advisory charges a percentage of the value of your investments. The annual percentage rate is negotiable based on factors like the services offered, complexity, total assets in the household, and the relationship with the advisor. The annual advisory fee will not exceed 2.5% of the managed account value. Clients may also be charged commissions and/or service fees for trades executed in their account, which are also negotiable.
Location
Bonita Springs, FL
Get directionsHistory
Regulatory History (3)
Regulatory
May 2015Regulatory
August 1993Customer Dispute
October 1987Employment History
Current Registrations
Westminster Financial Securities, INC.Broker
Westminster Financial Advisory CORP
Previous Registrations
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Gw & Wade, LLC
St. Onge, Paul Philip
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St Onge Paul P CO
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Metropolitan Life Insurance CompanyBroker
State Registrations23 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.