Stephen Paul
Wick Capital Partners · Wayne, Pennsylvania
Stephen Paul is a fee-only financial advisor at Wick Capital Partners in Wayne, Pennsylvania, who holds the CFP credential. Stephen focuses on estate & legacy planning, tax planning and family wealth transfer. Wick Capital Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Wick Capital Partners |
|---|---|
| Based in | Wayne, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $929.7M across 1,179 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 7097538 |
| Exams passed | Series 65 (2013) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.wickcapitalpartners.com |
How Stephen's firm compares
- Wick Capital Partners's average account is about $789,000, from its Form ADV (assets managed divided by 1,179 accounts).
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Questions about Stephen
Is Stephen Paul a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Wick Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, Wick Capital Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Stephen Paul based?
Stephen Paul is based in Wayne, Pennsylvania.
What does Stephen specialize in?
Stephen's specialties include estate & legacy planning, tax planning and family wealth transfer.
What credentials does Stephen Paul hold?
Stephen Paul holds the CFP credential.
Is Stephen Paul registered with the SEC?
Yes. Stephen Paul is registered as an investment adviser representative in PA (CRD 7097538), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wick Capital Partners manage?
Wick Capital Partners reports $929.7M across 1,179 accounts in assets under management.
How do I contact Stephen Paul?
Through Stephen's website, www.wickcapitalpartners.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
- Wick Capital Partners 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.
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