# Paul Babij

> Paul Babij is a fee-only financial advisor at Sundial Wealth in Delray Beach, Florida, who holds the CFA credential. Paul focuses on estate & legacy planning, tax planning and family wealth transfer. Sundial Wealth reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/paul-babij/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Sundial Wealth
- **Based in:** Delray Beach, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Performance-based fees
- **Assets under management (firm):** $125.8M across 113 accounts
- **Credentials:** CFA
- **Specialties:** Estate & legacy planning, Tax planning, Family wealth transfer
- **Works with:** Founders, Multi-generational families
- **CRD:** 2655181 (https://adviserinfo.sec.gov/individual/summary/2655181)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 63 (1995)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.sundialwealth.com/

## Frequently asked questions

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

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

### How does Paul charge for financial advice?

Paul's firm, Sundial Wealth, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.

### Where is Paul Babij based?

Paul Babij is based in Delray Beach, Florida.

### What does Paul specialize in?

Paul's specialties include estate & legacy planning, tax planning and family wealth transfer. Paul works with founders and multi-generational families.

### What credentials does Paul Babij hold?

Paul Babij holds the CFA credential.

### Is Paul Babij registered with the SEC?

Yes. Paul Babij is registered as an investment adviser representative in FL and TX (CRD 2655181), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sundial Wealth manage?

Sundial Wealth reports $125.8M across 113 accounts in assets under management.

### How do I contact Paul Babij?

Through Paul's website, www.sundialwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2655181): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.sundialwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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