Jeffrey Hoang
Paulson Wealth Management · West Palm Beach, Florida
Jeffrey Hoang is a fee-only financial advisor at Paulson Wealth Management in West Palm Beach, Florida, who holds the CFP credential. Jeffrey focuses on retirement planning, tax planning and estate & legacy planning. Paulson Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Paulson Wealth Management |
|---|---|
| Based in | West Palm Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $558.9M across 1,493 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 8083130 |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.paulsonwealth.com |
How Jeffrey's firm compares
- Paulson Wealth Management's average account is about $374,000, from its Form ADV (assets managed divided by 1,493 accounts).
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Questions about Jeffrey
Is Jeffrey Hoang a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Paulson Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Paulson Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jeffrey Hoang based?
Jeffrey Hoang is based in West Palm Beach, Florida.
What does Jeffrey specialize in?
Jeffrey's specialties include retirement planning, tax planning, estate & legacy planning and family wealth transfer.
What credentials does Jeffrey Hoang hold?
Jeffrey Hoang holds the CFP credential.
Is Jeffrey Hoang registered with the SEC?
Yes. Jeffrey Hoang is registered as an investment adviser representative in FL (CRD 8083130), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Paulson Wealth Management manage?
Paulson Wealth Management reports $558.9M across 1,493 accounts in assets under management.
How do I contact Jeffrey Hoang?
Through Jeffrey's website, www.paulsonwealth.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
- Paulson 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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