Advisor at Platform Wealth Advisors
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Firm
Platform Wealth Advisors
Location
Goleta, CA 93117
Credentials
CFP®, Series 63, Series 65
Industry experience
13 years
Paul Mannion is a CFP® professional with 13 years of experience in financial advising. He currently works at Platform Wealth Advisors and previously spent 11 years at Walpole Financial Advisors, LLC. Mannion holds Series 63 and Series 65 licenses. Platform Wealth Advisors offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, charitable organizations, corporations, and small businesses. The firm’s investment approach focuses on Modern Portfolio Theory and long-term, low-turnover asset-class investing, supported by written investment policy statements and Monte Carlo analysis.
Based on Platform Wealth Advisors
Based on Platform Wealth Advisors
Financial Planning Services fixed fees typically ranging from $2,500 to $10,000
$0 - $1,000,000: 1.10% $1,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.55% $10,000,001 - $20,000,000: 0.35% $20,000,001+: 0.25%
Account minimum: $1,000,000 Minimum fee: $11,000 annual fee minimum for Investment Management services; $750 minimum quarterly fee for Employee Benefit Retirement Plan Services Fee-only: Financial Planning fixed fees ranging from $2,500 to $10,000; Consulting services annual fee of 0.20% (20 basis points)
70 Santa Felicia Drive
Goleta, CA 93117
California · Texas
Platform Wealth Advisors
2024 - Present (2 years)
Walpole Financial Advisors, LLC
2013 - 2024 (11 years)
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Accountant / CPA / tax prep
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Other specialized services
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Series 63, Series 65
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Montecito Investment Strategies
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Peckham, David A
CFA®, Series 63
Santa Barbara, CA
Placera Capital Management LLC
CFP®, Series 63
Solvang, CA
Financial Telesis Company
Series 66
Santa Barbara, CA
Ironcrest Capital Management LLC
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