Paul Culbreth
Culbreth Wealth Management · Dacula, Georgia
Paul Culbreth is a fee-only financial advisor at Culbreth Wealth Management in Dacula, Georgia, who holds the CFP credential. Culbreth Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Culbreth Wealth Management |
|---|---|
| Based in | Dacula, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $75.0M across 371 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, GA, NC, SC, TN, TX · CRD 4970743 |
| Exams passed | Series 66 (2005) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | culbrethwm.com |
| Profile |
How Paul's firm compares
- Culbreth Wealth Management's average account is about $202,000, from its Form ADV (assets managed divided by 371 accounts).
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Questions about Paul
Is Paul Culbreth a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Culbreth Wealth Management 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, Culbreth Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Paul Culbreth based?
Paul Culbreth is based in Dacula, Georgia.
What credentials does Paul Culbreth hold?
Paul Culbreth holds the CFP credential.
Is Paul Culbreth registered with the SEC?
Yes. Paul Culbreth is registered as an investment adviser representative in FL, GA, NC, SC, TN and TX (CRD 4970743), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Culbreth Wealth Management manage?
Culbreth Wealth Management reports $75.0M across 371 accounts in assets under management.
How do I contact Paul Culbreth?
Through Paul's website, culbrethwm.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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