Paul Culbertson
Advisor at Allworth financial, L.P.
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.
Advisor at Allworth financial, L.P.
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
Allworth financial, L.P.
Location
Houston, TX 77027
Credentials
CFP®, Series 63
Industry experience
6 years
Paul Culbertson is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. in Houston, TX. His prior roles include positions at Houston Asset Management, Blue Sky Financial Planning, and teaching roles within the Spring Branch and Katy Independent School Districts. Allworth Financial provides fee-based wealth management, financial planning, and qualified retirement plan consulting to a diverse client base, utilizing customized investment programs that include low-cost funds, equities, fixed income, model strategies, and private fund management.
Based on Allworth financial, L.P.
Based on Allworth financial, L.P.
Financial planning services generally range between $1,500 and $30,000 fixed fee
Minimum fee: $2,500 annual minimum fee on asset management services
1800 West Loop South, Suite 1980
Houston, TX 77027
Texas
Allworth Financial
2020 - Present (6 years)
Houston Asset Management
2020 - 2020 (1 year)
Blue Sky Financial Planning
2019 - 2020 (1 year)
Spring Branch ISD
2016 - 2020 (4 years)
Katy ISD
2014 - 2016 (2 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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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