Paul Mannion
Platform Wealth Advisors · Goleta, California
Paul Mannion is a fee-only financial advisor at Platform Wealth Advisors in Goleta, California, who holds the CFP credential. Platform Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Platform Wealth Advisors |
|---|---|
| Based in | Goleta, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $509.0M across 776 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 4764558 |
| Exams passed | Series 63 (2004) · Series 65 (2011) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | platformadvise.com/pwa-team |
How Paul's firm compares
- Platform Wealth Advisors's average account is about $656,000, from its Form ADV (assets managed divided by 776 accounts).
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Questions about Paul
Is Paul Mannion a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Platform Wealth Advisors 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, Platform Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Paul Mannion based?
Paul Mannion is based in Goleta, California.
What credentials does Paul Mannion hold?
Paul Mannion holds the CFP credential.
Is Paul Mannion registered with the SEC?
Yes. Paul Mannion is registered as an investment adviser representative in CA and TX (CRD 4764558), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Platform Wealth Advisors manage?
Platform Wealth Advisors reports $509.0M across 776 accounts in assets under management.
How do I contact Paul Mannion?
Through Paul's website, platformadvise.com/pwa-team.
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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