Paul Puro
Advisor at RHL Group, LLC
Updated today
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
RHL Group, LLC
Location
Holly, MI 48442
Credentials
Series 63, Series 65
Industry experience
27 years
About
Paul Puro is a financial advisor at RHL Group, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Cambridge Investment Research Advisors, Inc. for ten years. Outside of his advisory role, Paul is an independent insurance agent representing various companies and owns Puro Financial Services, LLC. RHL Group, LLC provides wealth management, investment management, and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, charities, and business entities. The firm employs a long-term investment approach using fundamental, quantitative, and modern portfolio theory to build diversified portfolios, offering both discretionary and non-discretionary management along with retirement-plan consulting and specialized product management.
Client services
Based on RHL Group, LLC
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on RHL Group, LLC
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Options & derivatives strategies
Private / alternative investments
Fee options
$0 - $500,000: 1.20% $500,000.01 - $1,000,000: 1.00% $1,000,000.01 - $3,000,000: 0.85% $3,000,000.01 - $5,000,000: 0.75% $5,000,000.01 - $10,000,000: 0.50% Over $10,000,000+: 0.35%
Fee-only: Financial planning fixed fee between $1,000 and $10,000 depending on complexity
Location
115 Battle Alley
Holly, MI 48442
Most active in
Paul P has reported serving >5 clients in these states in the last 12 months.
Michigan
Work history
RHL Group, LLC
2024 - Present (2 years)
CAMBRIDGE INVESTMENT RESEARCH Advisors, INC
2014 - 2024 (10 years)
Cambridge Investment research, Inc
2014 - 2024 (10 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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