PH

Paul Eric Hogenson

3 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
25 advisors
Number of Clients
78 clients
Average Client Portfolio
$578K average
Assets Under Management
$45.1M

Fee Structure

Fees are based on a percentage of assets under management, hourly charges, or fixed fees, depending on the service. The firm can reduce its investment management fee based on factors like anticipated future earnings or the amount of assets managed. Clients may also pay fees charged by mutual funds, REITs, ETFs, and other collective investment vehicles. GPA advisors can receive compensation for services provided in correlation with the advisory services herein, as well as commissions for insurance transactions and group annuities.

Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningTax PlanningEstate PlanningInsurance PlanningInvestment Management
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Advisor Information

Office location

Paradise Valley, AZ

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Regulatory History
Clean regulatory record

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.

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Other Business Activities

Paul works as a golf starter and ranger at Camelback Golf Club and is also a real estate agent with Paul Hogenson PLLC. He spends minimal time on these activities outside of trading hours, focusing on real estate referrals and collecting fees.

Employment History
Current Registrations
Quincy Wells Advisors, LLC
June 2023 - Present · 2 yrs 7 mos
Great Point Capital LLCBroker
June 2023 - Present · 2 yrs 7 mos
Previous Registrations
Concorde Asset Management, LLC
April 2023 - June 2023 · 2 mos
Concorde Investment Services, LLCBroker
June 2022 - June 2023 · 1 yr
Pruco Securities Corporation Broker
February 1993 - April 1993 · 2 mos
State Registrations18 states
AZCACOFLHIILINMNNMNVOHORPASCTNTXWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.