Paul Franson
Ledgerplus Financial Services · Davie, Florida
Paul Franson is a fee-only financial advisor at Ledgerplus Financial Services in Davie, Florida. Ledgerplus Financial Services reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Ledgerplus Financial Services |
|---|---|
| Based in | Davie, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $4.3M across 31 accounts |
| SEC registration | Investment adviser representative in FL · CRD 4044229 |
| Exams passed | Series 63 (2013) · Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How Paul's firm compares
- Ledgerplus Financial Services's average account is about $139,000, from its Form ADV (assets managed divided by 31 accounts).
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Questions about Paul
Is Paul Franson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Ledgerplus Financial Services 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, Ledgerplus Financial Services, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Paul Franson based?
Paul Franson is based in Davie, Florida.
Is Paul Franson registered with the SEC?
Yes. Paul Franson is registered as an investment adviser representative in FL (CRD 4044229), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Ledgerplus Financial Services manage?
Ledgerplus Financial Services reports $4.3M across 31 accounts in assets under management.
How do I contact Paul Franson?
Contact details aren't on file yet. Search for Ledgerplus Financial Services.
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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