Zachary Paul
Investment adviser representative at Fermata Advisors
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$1BFirm assets
Are you Zachary Paul? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Fermata AdvisorsOct 2020 to now
- Sonoma Wealth Advisors, LLCOct 2020 to now
- Edward JonesJul 2014 to Oct 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 3 states (CA, CO, TX).
Fermata Advisors
Legal name: Fermata Advisors, LLC
$1BAssets managed
3,879Clients
14Advisers
7 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
- 6372655
- Firm CRD
- 305614