Advisor at Trust Advisory Group Ltd
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
Trust Advisory Group Ltd
Location
Sedona, AZ
Credentials
Series 63, Series 65
Industry experience
38 years
Paul Majane is a financial advisor with Trust Advisory Group Ltd in Sedona, AZ, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at StoneX Securities Inc, AGES Financial Services, Ltd., and Source Capital Group, Inc. He serves on the Board of Directors of Parade Deck Holdings, Inc., an organization that works with military veterans through partnerships with the VA, VFW, and other military groups. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering portfolio management, financial planning, and ERISA consulting. The firm employs a multi-team approach with about 30 advisors and utilizes a range of investment strategies, including proprietary models and third-party platforms, managing approximately $494 million in discretionary assets.
Based on Trust Advisory Group Ltd
Based on Trust Advisory Group Ltd
Up to $5,000 fixed fee for Financial Planning; up to $10,000 fixed fee for Financial Consulting projects.
Up to $500 per hour for financial planning or consulting services.
Account minimum: $25,000 Minimum fee: Minimum Management Fee of 0.10% or $200, whichever is greater, per year per Advisory Account opened with SSI or Schwab ACS; $300 minimum for Unified Managed Accounts (UMA).
Sedona, AZ
Arizona
StoneX Securities Inc
2024 - Present (2 years)
Trust Advisory Group, Ltd
2017 - Present (9 years)
AGES Financial Services, Ltd.
2017 - 2024 (7 years)
Source Capital Group, Inc.
2001 - 2017 (16 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
They provide brokerage services and may earn transaction-based compensation in addition to advisory 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.
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.
Series 63, Series 65
Cornville, AZ
Guardian Capital Group LLC
CFP®, Series 66
Sedona, AZ
Uptick Partners, LLC
Series 63, Series 66
Cottonwood, AZ
RFG Advisory, LLC
Series 66
Sedona, AZ
Independent Financial Group, LLC
Series 63, Series 65
Sedona, AZ
Farther
Series 63, Series 65
Munds Park, AZ
AE Wealth Management, LLC
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