# Paul Lipcius

> Paul Lipcius is a fee-only financial advisor at PracticeCFO in San Diego, California. Paul focuses on physicians & residents, small business owners and tax planning. PracticeCFO reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** PracticeCFO
- **Based in:** San Diego, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $401.6M across 1,078 accounts
- **Specialties:** Physicians & residents, Small business owners, Tax planning, Retirement planning
- **Works with:** Physicians
- **CRD:** 6663229 (https://adviserinfo.sec.gov/individual/summary/6663229)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2016)
- **Firm size:** 32 employees
- **Disclosures:** None reported
- **Website:** https://www.practicecfo.com/

## Frequently asked questions

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

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

### Where is Paul Lipcius based?

Paul Lipcius is based in San Diego, California.

### What does Paul specialize in?

Paul's specialties include physicians & residents, small business owners, tax planning and retirement planning. Paul works with physicians.

### Is Paul Lipcius registered with the SEC?

Yes. Paul Lipcius is registered as an investment adviser representative in CA (CRD 6663229), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does PracticeCFO manage?

PracticeCFO reports $401.6M across 1,078 accounts in assets under management.

### How do I contact Paul Lipcius?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6663229): 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://practicecfo.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.