Paul Coles
Alliance Wealth Advisors · Centerville, Utah
Paul Coles is a fee-only financial advisor at Alliance Wealth Advisors in Centerville, Utah. Alliance Wealth Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Alliance Wealth Advisors |
|---|---|
| Based in | Centerville, Utah |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $552.0M across 1,961 accounts |
| SEC registration | Investment adviser representative in TX, UT · CRD 6228355 |
| Exams passed | Series 65 (2013) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | myretire.us |
How Paul's firm compares
- Alliance Wealth Advisors's average account is about $281,000, from its Form ADV (assets managed divided by 1,961 accounts).
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Questions about Paul
Is Paul Coles a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Alliance Wealth Advisors 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, Alliance Wealth Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Paul Coles based?
Paul Coles is based in Centerville, Utah.
Is Paul Coles registered with the SEC?
Yes. Paul Coles is registered as an investment adviser representative in TX and UT (CRD 6228355), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Alliance Wealth Advisors manage?
Alliance Wealth Advisors reports $552.0M across 1,961 accounts in assets under management.
How do I contact Paul Coles?
Through Paul's website, myretire.us.
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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