Advisor at Bridgewise Wealth Management
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Firm
Bridgewise Wealth Management
Location
Troy, MI 48085
Credentials
CFP®, Series 63, Series 65
Industry experience
8 years
Paul Compeau is a CFP® with eight years of industry experience and is the principal advisor at Bridgewise Wealth Management. His prior roles include positions at Guardian Pointe Private Wealth Management and various Bridgewise-affiliated entities. He serves as Chapter President of the nonprofit American Financial Education Alliance, where he teaches financial planning classes and provides public education. Bridgewise Wealth Management serves individual and high-net-worth clients, trusts, nonprofits, corporations, and retirement plans, offering comprehensive financial planning, discretionary investment management, and consulting services. The firm employs a combination of fundamental, technical, cyclical, and charting analysis, utilizing both active and passive strategies, and manages accounts primarily on a discretionary basis with ongoing portfolio oversight.
Based on Bridgewise Wealth Management
Based on Bridgewise Wealth Management
$4,995 per comprehensive financial plan (varies by scope and complexity)
$1 - $500,000: 2.48% annually (0.62% quarterly) $500,000 - $1,000,000: 2.28% annually (0.57% quarterly) $1,000,000 - $2,000,000: 2.08% annually (0.52% quarterly) $2,000,000 - $10,000,000: 1.88% annually (0.47% quarterly) $10,000,000+: 1.78% annually (0.445% quarterly)
Insurance products sold separately on commission basis through affiliated insurance agency
$300 per hour for financial planning, consulting, and advisory services (varies by scope)
Account minimum: $250,000 (services tailored for clients with at least $250,000 in investable savings; no strict minimum required) Minimum fee: $1,000 per quarter (may be waived or negotiated) Fee-only: Unwrapped Fee arrangement not exceeding 1.48% annually with tiered rates; see tiers below; plus $50 quarterly technology fee
2041 East Square Lake Road, Suite 400
Troy, MI 48085
Michigan
Bridgwise Wealth Management
2024 - Present (2 years)
Caitlin John, llc
2022 - Present (4 years)
Bridgewise Insurance Partners Llc
2018 - Present (8 years)
Bridgewise College Planning Inc
2018 - Present (8 years)
Guardian Pointe Private Wealth Management
2017 - 2022 (5 years)
SELF EMPLOYED
2014 - 2017 (3 years)
Bridgewise Financial Partners Llc
2011 - Present (15 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.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Verified by Warmer
CFP®, CRPC®
Troy, MI
Innermost Wealth Management, LLC
I founded Innermost™ Wealth Management to create a more personal, thoughtful approach to financial planning and wealth management. My background in both finance and psychology shaped my belief that money is not just about numbers. It is deeply personal and connected to your values, goals, and life experiences. I work with professionals who want to grow and simplify their wealth, with a special focus on women navigating career growth, equity compensation, and major life transitions such as divorce. Many of my clients are balancing busy lives and complex financial decisions, and they value having a long-term financial partner who truly understands their needs. My firm is centered on ongoing wealth management through investment advisory relationships. Clients work with me for comprehensive financial planning and investment management that evolves with them over time. As a CERTIFIED FINANCIAL PLANNER® Professional, Chartered Retirement Planning Counselor℠, and Certified Divorce Financial Analyst® Candidate, I provide technical expertise and strategic guidance, while also recognizing the emotional side of financial decisions. My approach is compassionate, judgment-free, and designed to reduce stress while helping you feel more confident in your choices. I operate a fully virtual firm, working with clients across the country who appreciate flexibility and convenience. My goal is to simplify your financial life, provide clear advice, and help you align your wealth with what matters most to you. Outside of work, I enjoy traveling, photography, cooking, and spending quality time with my Beagle, Gracie.
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