Andrew Pool
Paradigm Wealth Management · Lincoln, Nebraska
Andrew Pool is a fee-only financial advisor at Paradigm Wealth Management in Lincoln, Nebraska, who holds the CFP credential. Andrew focuses on retirement planning, estate & legacy planning and tax planning. Paradigm Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Paradigm Wealth Management |
|---|---|
| Based in | Lincoln, Nebraska |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $116.3M across 351 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NE · CRD 2960290 |
| Exams passed | Series 63 (2000) · Series 65 (2006) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.pwmlincoln.com |
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Questions about Andrew
Is Andrew Pool a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Paradigm Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew's firm, Paradigm Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Andrew Pool based?
Andrew Pool is based in Lincoln, Nebraska.
What does Andrew specialize in?
Andrew's specialties include retirement planning, estate & legacy planning, tax planning and small business owners. Andrew works with retirees and pre-retirees.
What credentials does Andrew Pool hold?
Andrew Pool holds the CFP credential.
Is Andrew Pool registered with the SEC?
Yes. Andrew Pool is registered as an investment adviser representative in NE (CRD 2960290), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Paradigm Wealth Management manage?
Paradigm Wealth Management reports $116.3M across 351 accounts in assets under management.
How do I contact Andrew Pool?
Through Andrew's website, www.pwmlincoln.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Paradigm Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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