Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.
General Information |
| Firm Start Year: | 1993 | |
| No.of Employees: | 100-499 | |
| Name of Broker/Dealer: | AW Securities |
| Name of Custodial Firm: | TD Ameritrade |
| I work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | Tax Advice and Services, Retirement Planning, Estate Planning & Trusts |
Services |
| I can meet clients in the following ways: | Video Conference, At my office, Via Phone |
Firm Information |
| Firm's Number of Clients: | 12,000 |
| Assets Managed by Firm: | $10,000,000,000 |
Compliance |
| Compliance Disclosures in Last 5 years: | I have a clean record |
| Criminal Disclosures in Last 5 years: | I have a clean record |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Compensation Methods: | Based on Assets |
Paul Culbertson is a CERTIFIED FINANCIAL PLANNER" professional in Allworth's Houston, Texas, office. The holder of a Bachelor of Arts degree in Economics from the University of Texas at Austin, when it comes to the importance of planning for the future, Paul said: "I am passionate about educating clients about personal finance, empowering them with the confidence they need to achieve their financial goals. Because I believe that the earlier one learns about money and the importance of planning, the better, I also work and volunteer with students in our community, teaching them financial literacy concepts." In his spare time, Paul enjoys traveling, cooking, and spending time with his wife and twin daughters at the family home in Houston.
Retirement Planning |
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Your retirement plan is a living document. It's important that it gets updated to mirror the changes in your life. We partner with you via ongoing communications and regularly scheduled meetings, which allow us to make the necessary adjustments as your financial situation evolves. |
Estate Planning & Trusts |
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Our financial advisors will work with you to help develop a plan that is aligned with your personalized retirement plan. Looking after your loved ones, protecting your assets, preserving your legacy, relieving stress and worry and implementing your directives in a tax-efficient manner are all important parts of what a well-devised estate plan will do for you. |
Tax Advice and Services |
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We understand that the complexity of modern retirement means investment management and retirement planning need to be combined with tax planning to help you reach your financial goals. Your approach to tax planning should be forward-thinking, as well. We'll work with you and your advisor to create a tax plan that analyzes your situation, not only today, but years from now. |
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Mon. | 8:00 AM - 5:00 PM |
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Tue. | 8:00 AM - 5:00 PM |
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Wed. | 8:00 AM - 5:00 PM |
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Thu. | 8:00 AM - 5:00 PM |
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Fri. | 8:00 AM - 5:00 PM |