Paul
Honeycutt

Commonwealth Financial Network

CRD#1733809
Investment Advisor
in San Diego, CA

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About this Advisor

Paul Honeycutt is a certified financial planner who works out of San Diego, California who has 18 years of industry experience. Honeycutt is on the advisory team at Commonwealth Financial Network. Over the course of their career, Honeycutt has held roles at Commonwealth Financial Network, Honeycutt Smith & Associates and H.S. Financial, Inc. Honeycutt holds a Series 63 license, which qualifies them as a securities broker, and is able to serve investors in California. Commonwealth Financial Network is a financial advisory company that has its headquarters in Waltham, MA. It has offices in 1,759 locations and a total of 4,300 advisors. It handles $146 billion in assets across its 585,629 accounts, placing it among the biggest firms in the country by assets under management. The firm advises 2,108 charitable organizations. Of its 585,629 customer accounts, just 4% are associated with high-net-worth investors who have greater than $1 million in assets. The company performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fees largely vary depending on the type of financial services offered. However, fee types billed by Commonwealth Financial Network may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

11373 Mandrake Pt
San Diego, CA 92131

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

CA Average: $16,012,751,954
Total Number of Employees

4,300

CA Average: 118
Total Number of Accounts

585,629

CA Average: 4,567
Average Account Size

$249,965

CA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Paul Honeycutt Work History

Paul has been registered as a financial advisor for 18 years.*

2005 - Present (19 years)

Commonwealth Financial Network

2005 - Present (19 years)

Honeycutt Smith & Associates

2005 - Present (19 years)

H.S. Financial, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Paul Honeycutt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Laura Jastrab
Waltham, MA
Samuel Rich
Waltham, MA
Jason Wright
Saint George, UT
John Cronin
East Syracuse, NY
Garrett Forsberg
Plymouth, MA
Peter Leonczyk
Ludlow, MA
Sviatlana Maslava
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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