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Advisor

Georgia Maloy

Paul R. Ried Financial Group · Bellevue, Washington

Georgia Maloy is a fee-only financial advisor at Paul R. Ried Financial Group in Bellevue, Washington. Paul R. Ried Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only

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Facts

FirmPaul R. Ried Financial Group
Based in Bellevue, Washington
Fee model (firm's Form ADV)Percentage of assets · Fixed fees
Assets under management$1.27B across 2,516 accounts
SEC registration Investment adviser representative in WA · CRD 7236109
Exams passedSeries 63 (2020) · Series 65 (2020)
Firm size12 employees
Disclosures None reported
Websitewww.paulried.com

How Georgia's firm compares

  • Paul R. Ried Financial Group's average account is about $504,000, from its Form ADV (assets managed divided by 2,516 accounts).

What fee-only advisors charge in Washington

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Questions about Georgia

Is Georgia Maloy a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Georgia holds no broker registration, and Paul R. Ried Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Georgia charge for financial advice?

Georgia's firm, Paul R. Ried Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

Where is Georgia Maloy based?

Georgia Maloy is based in Bellevue, Washington.

Is Georgia Maloy registered with the SEC?

Yes. Georgia Maloy is registered as an investment adviser representative in WA (CRD 7236109), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Paul R. Ried Financial Group manage?

Paul R. Ried Financial Group reports $1.27B across 2,516 accounts in assets under management.

How do I contact Georgia Maloy?

Through Georgia's website, www.paulried.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
  • 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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