Paul Matthew Bennett
Investment adviser representative at The Wealth Group - Austin B. Colby & Associates
25 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$711MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- The Wealth Group - Austin B. Colby & AssociatesJan 2021 to now
- Raymond James Financial Services Advisors, IncJan 2009 to Jul 2021
- Raymond James Financial Services, Inc.Aug 2001 to Jul 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (AZ, MN).
The Wealth Group - Austin B. Colby & Associates
Legal name: The Wealth Group, Ltd
$711MAssets managed
591Clients
12Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3084172
- Firm CRD
- 311385