Paul Light
Light Financial Services · Fargo, North Dakota
Paul Light is a fee-only financial advisor at Light Financial Services in Fargo, North Dakota, who holds the CFP credential. Light Financial Services reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Paul →
Facts
| Firm | Light Financial Services |
|---|---|
| Based in | Fargo, North Dakota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $175.5M across 1,810 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN, ND · CRD 1986167 |
| Exams passed | Series 63 (1989) · Series 65 (1998) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.lightfinancialservices.com |
How Paul's firm compares
- Light Financial Services's average account is about $97,000, from its Form ADV (assets managed divided by 1,810 accounts).
Request an introduction to Paul
Tell Paul a little about what you're looking for. Paul isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Paul
Is Paul Light a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Light 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, Light Financial Services, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Paul Light based?
Paul Light is based in Fargo, North Dakota.
What credentials does Paul Light hold?
Paul Light holds the CFP credential.
Is Paul Light registered with the SEC?
Yes. Paul Light is registered as an investment adviser representative in MN and ND (CRD 1986167), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Light Financial Services manage?
Light Financial Services reports $175.5M across 1,810 accounts in assets under management.
How do I contact Paul Light?
Through Paul's website, www.lightfinancialservices.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.
See something wrong? Request a correction. Read our methodology.