Paula Luciani
Charter Research & Investment Group · Southport, Connecticut
Paula Luciani is a fee-only financial advisor at Charter Research & Investment Group in Southport, Connecticut. Paula focuses on retirement planning, estate & legacy planning and family wealth transfer. Charter Research & Investment Group reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Paula →
Specialties
Facts
| Firm | Charter Research & Investment Group |
|---|---|
| Based in | Southport, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $275.1M across 355 accounts |
| SEC registration | Investment adviser representative in CT · CRD 1705680 |
| Exams passed | Series 63 (1987) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.charterinvestmentgroup.com |
How Paula's firm compares
- Charter Research & Investment Group's average account is about $775,000, from its Form ADV (assets managed divided by 355 accounts).
Request an introduction to Paula
Tell Paula a little about what you're looking for. Paula 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 Paula
Is Paula Luciani a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paula holds no broker registration, and Charter Research & Investment Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Paula charge for financial advice?
Paula's firm, Charter Research & Investment Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Paula Luciani based?
Paula Luciani is based in Southport, Connecticut.
What does Paula specialize in?
Paula's specialties include retirement planning, estate & legacy planning and family wealth transfer.
Is Paula Luciani registered with the SEC?
Yes. Paula Luciani is registered as an investment adviser representative in CT (CRD 1705680), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Charter Research & Investment Group manage?
Charter Research & Investment Group reports $275.1M across 355 accounts in assets under management.
How do I contact Paula Luciani?
Through Paula's website, www.charterinvestmentgroup.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
- Charter Research & Investment Group 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.