Gage Paul
Western Reserve Capital Management, LLC · New Philadelphia, Ohio
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Accepting new clients | Yes |
| Assets under management | $120.2M across 270 accounts |
| Credentials | CFP · EA · RICP |
| SEC registration | Investment adviser representative in OH · CRD 6564812 |
| Exams passed | Series 65 (2017) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | wrcmfp.com |
| Profile |
How Gage's firm compares
- Western Reserve Capital Management, LLC's average account is about $445,000, from its Form ADV (assets managed divided by 270 accounts).
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Questions about Gage
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Western Reserve Capital Management, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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