Paul Saunders
Riverbend Wealth Management · Myrtle Beach, South Carolina
Paul Saunders is a fee-only financial advisor at Riverbend Wealth Management in Myrtle Beach, South Carolina. Paul charges a percentage of assets (a $1,000,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.
Request an introduction to Paul →
Specialties
Who they serve
- Retirees
- Pre-retirees
- Founders
Facts
| Firm | Riverbend Wealth Management |
|---|---|
| Based in | Myrtle Beach, South Carolina |
| Fee model | Percentage of assets |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $281.0M across 568 accounts |
| SEC registration | Investment adviser representative in SC · CRD 7503007 |
| Exams passed | Series 65 (2022) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | riverbendwealthmanagement.com |
| Profile |
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 Saunders a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Riverbend Wealth Management 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 charges a percentage of assets.
How much does Paul charge?
According to Riverbend Wealth Management's website, checked October 30, 2026: a $1,000,000 asset minimum.
Does Paul work with clients virtually?
Yes. Riverbend Wealth Management says on its website that it works with clients remotely.
Where is Paul Saunders based?
Paul Saunders is based in Myrtle Beach, South Carolina.
What does Paul specialize in?
Paul's specialties include retirement planning, tax planning, estate & legacy planning and founders (pre-exit). Paul works with retirees, pre-retirees and founders.
Is Paul Saunders registered with the SEC?
Yes. Paul Saunders is registered as an investment adviser representative in SC (CRD 7503007), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Riverbend Wealth Management manage?
Riverbend Wealth Management reports $281.0M across 568 accounts in assets under management.
How do I contact Paul Saunders?
Through Paul's website, riverbendwealthmanagement.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
- Riverbend Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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.