PM

Paul Randall Maynor

28 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
22 advisors
Number of Clients
1,654 clients
Average Client Portfolio
$605K average
Assets Under Management
$1.0B

Fee Structure

Financial Plan Fee:Up to $10,000
Hourly Rate:Up to $500/hr

Asset management fees are detailed in the Wrap Fee Program Brochure. Financial planning and consulting are charged hourly (up to $500/hour) or flat fee (up to $10,000), based on complexity. Retirement plan consulting fees are based on a percentage of plan assets (up to 1.00%) or a flat fee (up to $100,000) if the client has $2,500,000 or greater in AUM with the firm. Clients may also be subject to fees imposed by the DAF sponsor or Schwab for trustee services.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningCharitable Giving
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Advisor Information

Office location

57 Saulsbury Road, Dover, DE, 19901

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Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
March 2021
Customer Dispute
December 2008
Denied
Customer Dispute
August 2005
Settled
Other Business ActivitiesSells Insurance

Paul is the president of FCFG, an entity used for compensation purposes, dedicating minimal time. He also works as an independent insurance broker, selling fixed annuities for multiple companies since as early as 2005.

Employment History
Current Registrations
Onyx Bridge Wealth Group LLC
March 2021 - Present · 4 yrs 10 mos
Previous Registrations
Ameriprise Financial Services, LLC Broker
March 2014 - March 2021 · 7 yrs
Ameriprise Financial Services, LLC.
March 2014 - March 2021 · 7 yrs
Market Street Wealth Management
May 2013 - January 2014 · 8 mos
USA Financial Securities Corporation Broker
April 2013 - January 2014 · 9 mos
Lincoln Financial Advisors Corporation
July 2010 - April 2013 · 2 yrs 9 mos
Lincoln Financial Advisors CorporationBroker
July 2010 - April 2013 · 2 yrs 9 mos
Financial Network Investment CorporationBroker
March 2010 - March 2010 · 0 mos
Park Avenue Securities LLC
June 2007 - March 2010 · 2 yrs 9 mos
Park Avenue Securities LLC Broker
June 2007 - March 2010 · 2 yrs 9 mos
Metlife Securities INC.
December 2002 - June 2007 · 4 yrs 6 mos
Metlife Securities INC.Broker
December 2002 - June 2007 · 4 yrs 6 mos
Metropolitan Life Insurance CompanyBroker
December 2002 - June 2007 · 4 yrs 6 mos
1717 Capital Management Company
July 1999 - January 2003 · 3 yrs 6 mos
1717 Capital Management CompanyBroker
April 1999 - January 2003 · 3 yrs 9 mos
Ascend Financial Services, INC.Broker
September 1996 - January 1999 · 2 yrs 4 mos
State Registrations3 states
DEPATX
Advisor
Exams
No exam information available for this advisor.
Paul Randall Maynor - Financial Advisor | AdvisorDiscover