Paul Martin
Advisor at Proper Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Proper Wealth
Location
Tallahassee, FL 32308
Credentials
CFP®, Series 63, Series 66
Industry experience
3 years
About
Paul Martin is a CFP® professional based in Tallahassee, FL, with three years of industry experience. He has worked at Carr, Riggs & Ingram, Northwestern Mutual Investment Services, LLC, and LPL Financial before joining Proper Wealth. Proper Wealth is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and retirement plans. The firm manages approximately $132 million across three advisors, offering customized, primarily long-term portfolios with a focus on ETFs and diversified mutual funds alongside individual securities and Independent Managers when appropriate.
Expertise
Based on Proper Wealth
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Business Financial Management
Charitable giving & philanthropy
Fee options
Financial planning services charged on fixed project basis ranging from $500 to $50,000 depending on complexity.
$0+: 0.50% to 1.60% annually (range based on factors including scope, complexity, and asset size; fees may be negotiable) $0+: Up to 1.00% annually for retirement plan advisory services (negotiable)
Certain advisory persons earn separate commissions as registered representatives and insurance agents; however, Proper Wealth itself does not earn commissions.
Fee-only: Investment management fees based on assets under management; financial planning charged on fixed project-based fees up to $500 to $50,000; no performance fees.
Location
3233 Thomasville Road
Tallahassee, FL 32308
Most active in
Paul M has reported serving >5 clients in these states in the last 12 months.
Florida
Work history
LPL Financial
2025 - Present (1 year)
PW Advisors, LLC
2025 - Present (1 year)
Carr, Riggs & Ingram
2019 - 2025 (6 years)
Northwestern Mutual Investment Management
2017 - 2019 (2 years)
Student
2015 - 2017 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Series 65
Tallahassee, FL
Shonan Gold Financial LLC
Edward D
Series 65
Tallahassee, FL
Dougherty Financial Planning, LLC
Jason B
Series 63, Series 65
Tallahassee, FL
Chiron Capital Management, LLC
Nicholas C
Series 66
Tallahassee, FL
Proper Wealth
Paul W
Series 66
Tallahassee, FL
Cassini Capital Management, LLC
Lily Z
CFP®, Series 65
Tallahassee, FL
Seven Mile Advisory LLC
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