Gage
Paul
North Star Advisory Group, LLC
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About this Advisor
Gage Paul is a certified financial planner based out of Beachwood, Ohio. Paul is an advisor for North Star Advisory Group, LLC. Over the course of their career, they have held roles at Massmutual, Student Recreation And Wellness Center, Metlife, Springfield Financial, Lighthouse Bistro, Full Time Student, Discount Drugmart, Mml Investors Services, LLC, Storey And Asscociates, True Wealth Design, Western Reserve Capital Management and North Star Advisory Group LLC. Paul has a Series 65 license, certifying them as an investment advisor representative, and is approved to work in Ohio. North Star Advisory Group, LLC is a financial advisory firm that has its headquarters in Beachwood, OH. It manages $152 million in assets between its 390 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm advises one charities and foundations. Of its 390 client accounts, just 8% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. North Star Advisory Group, LLC provides a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fee schedules largely are based on which service is offered. Fees billed by North Star Advisory Group, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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North Star Advisory Group, LLC Brokerage Details
$151,674,712
6
390
$388,910
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
- Other
Gage Paul Work History
Gage has been registered as a financial advisor for 0 years.*
North Star Advisory Group LLC
Western Reserve Capital Management
True Wealth Design
Mml Investors Services, LLC
Storey And Asscociates
Massmutual
Metlife
Springfield Financial
Student Recreation And Wellness Center
Lighthouse Bistro
Full Time Student
Discount Drugmart
*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 Gage Paul 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 North Star Advisory Group, LLC
Beachwood, OH
Beachwood, OH
Beachwood, OH
Beachwood, OH
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.
