Fee-only adviser · West Palm Beach, FL
Paulson Wealth Management Inc.
Paulson Wealth Management Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in West Palm Beach, Florida. On its latest Form ADV, filed October 29, 2026, it reports $559M in regulatory assets under management, 379 individual clients and 5 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 150374 · SEC file 801-109996 |
| Office | 222 Lakeview Ave Suite 800 West Palm Beach, FL 33401 |
| Phone | (407) 957-0074 |
| Website | www.paulsonwealth.com |
| Regulatory assets under management | $559M ($536M discretionary) |
| Individual clients | 223 non-high-net-worth, 156 high-net-worth |
| Financial planning clients | 251-500 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 11 |
| Disciplinary disclosures | Yes, see SEC record |
| Latest Form ADV filing | October 29, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in West Palm Beach
- Facet $8.7B
- Ibex Wealth Advisors, LLC $1.3B
- Anchor Wealth Management Group LLC $233M
- Agnello Financial Group, Inc. $379M
- Blue Ocean Capital $619M
- Coastal Way Financial Group, LLC $66M
See all 21 fee-only advisers in West Palm Beach →
Nearby
- Palm Beach 9 firms
- Riviera Beach 1 firm
- Lake Worth Beach 1 firm
- Royal Palm Beach 1 firm
- North Palm Beach 4 firms
- Juno Beach 2 firms
- Palm Beach Gardens 20 firms
- Lantana 1 firm
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