Advisor at Wellington Investment Advisors
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Firm
Wellington Investment Advisors
Location
Bloomington, IN 47408
Credentials
Series 63, Series 66
Industry experience
36 years
Paul Bullock is a financial advisor at Wellington Investment Advisors with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Advisors Financial Network and Private Client Services. Outside of advisory work, he is CEO of Wellington Yacht Charters, LLC, a yacht charter business. Wellington Investment Advisors provides discretionary and non-discretionary portfolio management and financial planning to individuals, charitable organizations, and businesses. The firm serves approximately 375 clients with a team of five advisors, managing $233.4 million in discretionary assets as of December 31, 2024.
Based on Wellington Investment Advisors
Based on Wellington Investment Advisors
Financial planning fixed fees up to $40,000 depending on scope and complexity
$0 - $1,000,000: 2.0% $1,000,001 - $2,000,000: 1.5% $2,000,001 - $3,000,000: 1.0% Over $3,000,000+: Negotiable
Separate commission-based compensation for insurance products and securities sales by licensed agents and registered representatives affiliated with the firm
Financial planning quarterly fees up to $10,000 depending on scope and complexity
121 E. 6 Th Street, Suite 2
Bloomington, IN 47408
Indiana · Texas
Wellington Yacht Charters, LLC
2023 - Present (3 years)
Private Client Services LLC
2016 - Present (10 years)
Wellington Investment Advisors
2016 - Present (10 years)
Wells Fargo Advisors Financial Network LLC
2009 - 2016 (7 years)
Wellington Investment Advisors
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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