Paul Dwyer
Punch & Associates · Edina, Minnesota
Paul Dwyer is a fee-only financial advisor at Punch & Associates in Edina, Minnesota, who holds the CFA credential. Punch & Associates reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Who they serve
- Ultra high net worth
Facts
| Firm | Punch & Associates |
|---|---|
| Based in | Edina, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $2.03B across 559 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MN · CRD 5189402 |
| Firm size | 34 employees |
| Disclosures | None reported |
| Website | punchinvest.com |
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Questions about Paul
Is Paul Dwyer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Punch & Associates 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, Punch & Associates, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Paul Dwyer based?
Paul Dwyer is based in Edina, Minnesota.
What credentials does Paul Dwyer hold?
Paul Dwyer holds the CFA credential.
Is Paul Dwyer registered with the SEC?
Yes. Paul Dwyer is registered as an investment adviser representative in MN (CRD 5189402), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Punch & Associates manage?
Punch & Associates reports $2.03B across 559 accounts in assets under management.
How do I contact Paul Dwyer?
Through Paul's website, punchinvest.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
- Punch & Associates 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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