# Paul Esposito

> Paul Esposito is a fee-only financial advisor at Prestige Wealth Management Group in Flemington, New Jersey, who holds the CFP and CFA credentials. Paul focuses on equity compensation, pension planning and physicians & residents. Prestige Wealth Management Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Prestige Wealth Management Group
- **Based in:** Flemington, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $666.4M across 1,366 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Equity compensation, Pension planning, Physicians & residents, Small business owners, Retirement planning, Estate & legacy planning
- **Works with:** Executives, Founders, Physicians, Retirees, Pre-retirees
- **CRD:** 4843860 (https://adviserinfo.sec.gov/individual/summary/4843860)
- **SEC registration:** Investment adviser representative in NJ
- **Exams passed:** Series 63 (2004), Series 66 (2007)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** https://www.prestigewmg.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Prestige Wealth Management Group 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, Prestige Wealth Management Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Paul Esposito based?

Paul Esposito is based in Flemington, New Jersey.

### What does Paul specialize in?

Paul's specialties include equity compensation, pension planning, physicians & residents, small business owners, retirement planning and estate & legacy planning. Paul works with executives, founders, physicians, retirees and pre-retirees.

### What credentials does Paul Esposito hold?

Paul Esposito holds the CFP and CFA credentials.

### Is Paul Esposito registered with the SEC?

Yes. Paul Esposito is registered as an investment adviser representative in NJ (CRD 4843860), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Prestige Wealth Management Group manage?

Prestige Wealth Management Group reports $666.4M across 1,366 accounts in assets under management.

### How do I contact Paul Esposito?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4843860): 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://prestigewmg.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.