Advisor at P38 Enterprises, Inc.
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
P38 Enterprises, Inc.
Location
Denton, TX
Credentials
CFP®, Series 63
Industry experience
20 years
Quinn Sowell is a CFP® with 20 years of experience in financial advising and has operated P38 Enterprises, Inc. in Denton, TX since 2002. He also prepares tax returns and represents clients before the IRS as part of his work at P38 Enterprises. P38 Enterprises provides continuous asset management and portfolio supervision for individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm employs a long-term buy-and-hold investment approach with fundamental analysis and strategic asset allocation, while also offering tax preparation, IRS representation, and insurance services.
Based on P38 Enterprises, Inc.
Commissions received from insurance and annuity product sales by the President when acting as insurance agent
Hourly rate of $150 used to calculate fixed quarterly fees
Minimum fee: Initial setup fee up to $750, covers first calendar quarter Fee-only: Quarterly fixed fees based on estimated hours at $150/hour, billed quarterly in arrears, adjustable downward if fewer hours used
Denton, TX
Texas
P38 Enterprises, Inc.
2002 - Present (24 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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.
Verified by Warmer
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