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Paula Gunter

Advisor at Aria Wealth Partners

Updated today
Aria Wealth Partners logo

Firm

Aria Wealth Partners

Location

Charlottesville, VA 22903

Credentials

Series 63, Series 65

Industry experience

23 years

Client services

Based on Aria Wealth Partners

Financial planning Portfolio management Pension consulting

Expertise

Based on Aria Wealth Partners

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Cash flow / budgeting

Occupation focus

Based on Aria Wealth Partners

Founder/Business Owner Executive

Fee options

Fixed

Financial Planning standalone fixed fees range from $2,500 to $10,000 based on complexity.

Percentage

$0 - $1,000,000: 1.10% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $6,000,000: 0.75% $6,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%

Other

Minimum fee: Some clients have lower fee schedules or waived minimum fees based on individual circumstances; Financial Planning minimum fee of $2,500

Location

505 Faulconer Drive, Suite 2 A

Charlottesville, VA 22903

Most active in

Texas · Virginia

Work history

Aria Wealth Partners, Llc

2025 - Present (1 year)

Truist Advisory Services

2021 - 2025 (4 years)

Truist Investment Services, INC.

2021 - 2025 (4 years)

Bb&T Securities, Llc

2008 - 2021 (13 years)

Disclosures

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

Business activities & affiliations

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Scott V

Series 63, Series 65

Charlottesville, VA

Guard Hill Advisors LLC

Active portfolio management Tax-loss harvesting Concentrated stock management Options & derivatives strategies Real estate investing
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Thomas S

Series 63, Series 65

Charlottesville, VA

Round Oak Capital LLC

Private / alternative investments Real estate investing
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Stephen A

Series 65

Free Union, VA

MarketCycle Wealth Management, LLC

Options & derivatives strategies Real estate investing
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David V

CFA®, Series 66

Charlottesville, VA

Split Creek LLC DBA Split Creek Capital LLC

Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management
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Melissa H

Series 63, Series 65

Keswick, VA

Harrison Capital Management

Active portfolio management

Crawford U

CFP®, EA

Charlottesville, VA

Ulmer Financial

Ulmer Financial brings together your investments and tax preparation in one place, so you don’t have to deal with multiple advisors. Our goal is to make managing your money and filing your taxes easier. I became fascinated by investing at a young age and bought my first stock when I was 10 years old. Despite its importance, I have found that personal finance is rarely talked about and people are often ill-equipped to plan for their futures. I decided to become a financial planner to help solve this problem. I am passionate about making financial planning accessible to my clients and helping them invest to achieve their goals. I also enjoy making clients' lives easier by streamlining their investments and tax preparation. Before starting Ulmer Financial in 2022, I worked as an assistant to a financial planner where I created and operated our investment management process, researched a variety of financial planning issues, and served clients. I have a BS in Commerce from the University of Virginia's McIntire School of Commerce and am a CERTIFIED FINANCIAL PLANNER (TM) professional. I am also an Enrolled Agent admitted to practice before the Internal Revenue Service. The most important thing in my life is my relationship with Jesus Christ. I seek to glorify Jesus Christ and make Him known, as I help individuals steward their finances.

General tax planning Christian Faith Based
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