Kip Paulson
Paulson Private Wealth · Norwalk, Connecticut
Kip Paulson is a fee-only financial advisor at Paulson Private Wealth in Norwalk, Connecticut, who holds the CFP and CFA credentials. Paulson Private Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Paulson Private Wealth |
|---|---|
| Based in | Norwalk, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $6.3M across 33 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CT · CRD 5350177 |
| Exams passed | Series 63 (2009) · Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Kip's firm compares
- Paulson Private Wealth's average account is about $190,000, from its Form ADV (assets managed divided by 33 accounts).
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Questions about Kip
Is Kip Paulson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kip holds no broker registration, and Paulson Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kip charge for financial advice?
Kip's firm, Paulson Private Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kip Paulson based?
Kip Paulson is based in Norwalk, Connecticut.
What credentials does Kip Paulson hold?
Kip Paulson holds the CFP and CFA credentials.
Is Kip Paulson registered with the SEC?
Yes. Kip Paulson is registered as an investment adviser representative in CT (CRD 5350177), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Paulson Private Wealth manage?
Paulson Private Wealth reports $6.3M across 33 accounts in assets under management.
How do I contact Kip Paulson?
Contact details aren't on file yet. Search for Paulson Private Wealth.
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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