# Gage Paul

> Gage Paul is a fee-only financial advisor at Western Reserve Capital Management, LLC in New Philadelphia, Ohio, who holds the CFP, EA and RICP credentials. Gage focuses on retirement planning and tax planning. Western Reserve Capital Management, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/gage-paul/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Western Reserve Capital Management, LLC
- **Based in:** New Philadelphia, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Fees (firm's website):** typically works with clients with $1,000,000 or more
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $120.2M across 270 accounts
- **Credentials:** CFP, EA, RICP
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 6564812 (https://adviserinfo.sec.gov/individual/summary/6564812)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 65 (2017)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://wrcmfp.com

## Frequently asked questions

### Is Gage Paul a fee-only financial advisor?

Yes. Gage Paul is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Gage's firm.

### How does Gage charge for financial advice?

Gage's firm, Western Reserve Capital Management, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### How much does Gage charge?

According to Western Reserve Capital Management, LLC's website, checked October 28, 2026: typically works with clients with $1,000,000 or more.

### Does Gage work with clients virtually?

Yes. Western Reserve Capital Management, LLC says on its website that it works with clients remotely.

### Where is Gage Paul based?

Gage Paul is based in New Philadelphia, Ohio.

### What does Gage specialize in?

Gage's specialties include retirement planning and tax planning. Gage works with retirees and pre-retirees.

### What credentials does Gage Paul hold?

Gage Paul holds the CFP, EA and RICP credentials.

### Is Gage Paul registered with the SEC?

Yes. Gage Paul is registered as an investment adviser representative in OH (CRD 6564812), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Western Reserve Capital Management, LLC manage?

Western Reserve Capital Management, LLC reports $120.2M across 270 accounts in assets under management.

### How do I contact Gage Paul?

Through Gage's website, wrcmfp.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/gage-paul-94620): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://wrcmfp.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.