Paul Ried
Paul R. Ried Financial Group · Bellevue, Washington
Paul Ried is a fee-only financial advisor at Paul R. Ried Financial Group in Bellevue, Washington, who holds the CFP credential. Paul R. Ried Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Paul R. Ried Financial Group |
|---|---|
| Based in | Bellevue, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.27B across 2,516 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, WA · CRD 1522408 |
| Exams passed | Series 63 (1986) · Series 65 (1993) |
| Firm size | 12 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.paulried.com |
| Profile |
How Paul's firm compares
- Paul R. Ried Financial Group's average account is about $504,000, from its Form ADV (assets managed divided by 2,516 accounts).
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Questions about Paul
Is Paul Ried a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Paul R. Ried Financial 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, Paul R. Ried Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Paul Ried based?
Paul Ried is based in Bellevue, Washington.
What credentials does Paul Ried hold?
Paul Ried holds the CFP credential.
Is Paul Ried registered with the SEC?
Yes. Paul Ried is registered as an investment adviser representative in TX and WA (CRD 1522408), 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 Paul R. Ried Financial Group manage?
Paul R. Ried Financial Group reports $1.27B across 2,516 accounts in assets under management.
How do I contact Paul Ried?
Through Paul's website, www.paulried.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.
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