Advisor at Thomas A. Paulson, Jr., DBA, Thomas A. Paulson, Jr., CPA
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
Thomas A. Paulson, Jr., DBA, Thomas A. Paulson, Jr., CPA
Location
Loveland, CO
Credentials
PFS™
Industry experience
26 years
Thomas Paulson is the sole advisor at Thomas A. Paulson, Jr., DBA, holding the Personal Financial Specialist (PFS™) designation with 26 years of industry experience. He has worked at Multi Financial Securities Corporation since 1999 and has been president and sole owner of Thomas A. Paulson Jr CPA PC, a tax preparation and small business accounting firm, since 1995. His tax and accounting practice operates alongside his advisory work. The firm primarily serves individual investors and trustees, offering discretionary portfolio management and comprehensive financial planning that includes tax and insurance reviews, retirement projections, and estate planning. It combines investment advice with affiliated tax and accounting services, employing a goal- and allocation-driven approach using no-load mutual funds, ETFs, and common stocks.
Based on Thomas A. Paulson, Jr., DBA, Thomas A. Paulson, Jr., CPA
Based on Thomas A. Paulson, Jr., DBA, Thomas A. Paulson, Jr., CPA
Flat annual fee ranging from $1,000 to $7,500, billed quarterly or annually
Between 0.5% and 2% per year, calculated on last day of previous quarter or average daily balance over previous quarter, charged in arrears
$150/hour for advisory services; financial planning services at $175/hour
Fee-only: Hourly rate $150/hour (some mention $175/hour for financial planning), flat annual fee $1,000 to $7,500 depending on services
Loveland, CO
Colorado
Multi Financial Securities Corporation
1999 - Present (27 years)
Thomas A. Paulson Jr CPA PC
1995 - Present (31 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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.
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