Matthew
Dombrowski

Richard W. Paul & Associates, LLC

CRD#5976712
Investment Advisor
in Novi, MI

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About this Advisor

Matthew Dombrowski is a certified financial planner based in Novi, Michigan, with 5 years of relevant experience. Dombrowski works at Richard W. Paul & Associates, LLC. Throughout their career, they have worked at Lincoln Financial Advisors Corporation, Livingston International, Richard W. Paul & Associates, LLC, Midwest Financial Consultants, Inc, Gf Investment Services, LLC and J.W. Cole Financial, Inc. Dombrowski has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Michigan and Texas. Richard W. Paul & Associates, LLC is a firm that has its headquarters in Novi, MI. The company has offices in two locations and a total of eight people on staff. It administers $237 million in assets among its 1,731 accounts, making it one of the mid-sized firms in the nation by assets under management. The firm advises one charitable organizations. Of its 1,731 customer accounts, 21% are associated with high-net-worth investors who have greater than $1 million in assets. The firm offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees usually vary depending on which services are offered. Fees billed by Richard W. Paul & Associates, LLC can consist of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

39555 Orchard Hill Place Suite 100
Novi, MI 48375

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Richard W. Paul & Associates, LLC Brokerage Details

Total Assets Under Management

$236,992,282

MI Average: $943,424,332
Total Number of Employees

8

MI Average: 21
Total Number of Accounts

1,731

MI Average: 1,586
Average Account Size

$136,911

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Matthew Dombrowski Work History

Matthew has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Richard W. Paul & Associates, LLC

2018 - Present (6 years)

J.W. Cole Financial, Inc

2017 - Present (7 years)

Midwest Financial Consultants, Inc

2018 - 2019 (1 year)

Gf Investment Services, LLC

2015 - 2017 (2 years)

Lincoln Financial Advisors Corporation

2015 - 2017 (2 years)

Lincoln Financial Advisors Corporation

2014 - 2015 (1 year)

Lincoln Financial Advisors Corporation

2012 - 2014 (2 years)

Livingston International

*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 Matthew Dombrowski 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 Richard W. Paul & Associates, LLC

Matthew Paul
Novi, MI
Bepin Serraj
Novi, MI
Steven Paul
Novi, MI
Tristan Grinsell
Novi, MI
Richard Paul
Novi, MI

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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