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Paul Mayes

Advisor at Veritas Investment Advisory Group LLC

Updated today
Veritas Investment Advisory Group LLC logo

Firm

Veritas Investment Advisory Group LLC

Location

Hendersonville, NC 28739

Credentials

Series 65

Industry experience

5 years

About

Paul Mayes is a financial advisor with Veritas Investment Advisory Group LLC in Hendersonville, NC. He holds a Series 65 credential and has five years of industry experience. Prior to founding Veritas, he worked at Shankland Financial Advisors, LLC and BorgWarner Turbo Systems LLC. Mayes is also a licensed insurance agent operating Mayes Financial & Insurance Solutions LLC. Veritas Investment Advisory Group LLC serves individuals, families, charitable organizations, corporations, and other business entities. The firm offers financial and retirement planning, discretionary portfolio management, third-party money manager selection, and educational seminars, combining fundamental and technical analysis with tactical strategies and tax-aware rebalancing.

Client services

Based on Veritas Investment Advisory Group LLC

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Veritas Investment Advisory Group LLC

General retirement planning Income planning Cash flow / budgeting Annuities

Occupation focus

Based on Veritas Investment Advisory Group LLC

Founder/Business Owner

Fee options

Percentage

$0 - $100,000: 2.00% $100,001 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001+: 0.90% $0 - $250,000: 0.50% $250,001+: 0.25%

Commissions

Insurance products sold separately by Mr. Mayes with commissions received

Project-based

$250 per hour

Location

558 Fleming St, Suite B

Hendersonville, NC 28739

Most active in

North Carolina · South Carolina

Work history

Veritas Investment Advisory Group LLC

2025 - Present (1 year)

Mayes Financial & Insurance Solutions LLC

2022 - Present (4 years)

Shankland Financial Advisors, LLC

2021 - 2025 (4 years)

BorgWarner Turbo Systems LLC

2015 - 2021 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

William C

CFP®

Fletcher, NC

Carrington Financial Planning, LLC

I founded Carrington Financial Planning, LLC, for the single purpose of helping my clients achieve financial success.  I feel a deep sense of responsibility when entrusted with this important aspect of people’s lives.  I also believe that good financial planning must be collaborative in order to be successful.  I work with clients through every step of the process on the way to achieving financial peace of mind.  As a fiduciary advisor, I always put the interests of my clients first and ensure that I meet their needs in a holistic fashion.  That means that I view investment portfolios as just one component of a client’s financial picture.  Good comprehensive financial planning should bring together all aspects of your financial life.  With a well-constructed financial plan, composed of clearly defined goals, combined with a solid investment strategy, we will work together to put you on the pathway to financial success.

General retirement planning Government Employee
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Matthew B

Series 63, Series 65

Fletcher, NC

Brick Street Equity Management, LLC

Active portfolio management
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Jon G

CFP®, PFS™, Series 63

Brevard, NC

Encompass Advisors, Ltd.

Wealth management Options & derivatives strategies Retired Founder/Business Owner
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Lenward J

ChFC®

Hendersonville, NC

Envision Planning, LLC

Wealth management
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Christopher C

Series 66

Mills River, NC

C2 Financial Planning LLC

Income planning Social Security optimization College savings (529s, UTMA, etc.) Options & derivatives strategies
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Kenneth D

CFP®, Series 65

Arden, NC

Kenneth Frenke & Co

General retirement planning Wealth management Cash flow / budgeting
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