Paul C. Bennett

Paul C. Bennett

c5 Wealth Management

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $1,000,000

Minimum client income required: No minimum required

Title: Managing Director

Offering advice since: 1988

Areas of focus:

  • Annuities
  • Business planning
  • Divorce planning
  • Charitable and Planned Giving
  • Elder Issues (long-term care, pre-mortem planning)
  • Educational Planning
  • Estate Planning/Wills
  • Insurance (risk management, disability insurance)
  • Life Planning
  • Medical and Health Issues
  • Portfolio Management
  • Real Estate
  • Retirement Planning
  • Securities
  • Stocks and Bonds
  • Tax Planning

Further information about Paul C. Bennett:

Dr. Bennett is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Chartered Financial Consultant (ChFC®), Accredited Investment Fiduciary™ (AIF®) and Managing Director of c5 Wealth Management, a Division of United Capital Financial Advisers. He holds a PhD in Financial Economics, with Distinction, from SMC University - Zurich. He also holds a MS in Finance, with Honors, from Indiana University, Kelley School of Business and a BA, with Honors, from the University of Florida. He has completed the Advest Institute's advanced program on behavioral finance and portfolio analytics at Harvard University. Dr. Bennett is a published author of books and articles on investments, personal finance and economics.

A native Washingtonian, Dr. Bennett has over twenty four years of wealth management experience. He is an elected member of the Washington D.C. Estate Planning Council and a member of the Financial Planning Association. Dr. Bennett is a member of the Board of Directors of the Rotary Club of Great Falls and currently serves on the Investment Committee for the Langley School. He previously was on the Board of Trustees for Capital Hospice as well as the Finance and Planned Giving Advisory Committees. He also was the past Chairman of the Investment Committee for Capital Hospice. Additionally, he has served on the Planned Giving Development Committee for INOVA Fairfax Hospital for Children.

He and his business partner, Stan Corey, CFP®, CPWA®, were recognized in 2009 by Boomer Market Magazine as The Advisors of the Year. He was recently recognized by Washingtonian magazine as a Top Financial Advisor and Kiplinger's Personal Finance Magazine, the Journal of Accountancy and the American Bar Association Journal recognized him as Who's Who of Virginia Certified Financial Planner™ professionals. He is a current contributor to the Guggenheim Investments Advisor Benchmarking Index and Boomerater.com. He is quoted often in the press, has been featured on CNNRadio.com and has contributed to various publications such as U.S. News and World Report, Advisor Today, Dow Jones News, Financial Advisor Magazine, Financial Planning Magazine, Investment News, The Washington Business Journal, The Washingtonian and The Washington Times.

Compensation and Fee Structures:

Assets Under Management

Annual Fee

Up to $1,000,000 1.00%

$1,000,001 to $5,000,000 .75%

$5,000,001 to $10,000,000 .50%

$10,000,001 to $25,000,000 .25%

$25,000,001 and greater .15%

Licenses, Certifications & Affiliations:

CFP® (Certified Financial Planner™)
ChFC (Chartered Financial Consultant)
AIF® (Accredited Investment Fiduciary™)
Washington D.C. Estate Planning Council
Financial Planning Association

Education:

PhD in Financial Economics from SMC University, 2012
MS in Finance from Indiana University, 2010
BA from University of Florida, 1988

Will provide references upon request?

Yes


Further information about c5 Wealth Management:

c5 Wealth Management

(Size of firm: 0-9 advisors)

c5 Wealth Management, a Division of United Capital Financial Advisers, has a diverse client base that includes wealthy families, individuals, trusts, corporate retirement/pension plans and foundations. We have clients located across the United States, Canada and Europe. The majority of our clients are referred by existing clients and other professional advisers.

We offer an initial introductory appointment at no charge. This provides an opportunity for you to present an overview of your financial situation, concerns and expectations to us. We then mutually determine if c5 Wealth Management is able to meet those expectations and that you will be a positive addition to our clientele.

Our goal is to build a long term trust relationship with you providing ongoing financial advice to help your family or business make better financial decisions. It is a relationship in which we gain a full understanding of your overall financial situation. For individual clients, our relationship very often spans multiple generations. It is this close relationship that sets us apart from the large investment, insurance and banking organizations.

OUR FIRM
We are committed to providing you with holistic, objective and creative solutions to the myriad of financial challenges that you may face throughout your life. It is our steadfast goal to develop and maintain a long term relationship with your family and to be a valued resource for your business or professional practice.

Our advisers are dedicated to the financial planning process, the professional Code of Ethics and continuing education. The professionals in our firm possess financial credentials such as the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Accredited Investment Fiduciary (AIF), Master of Science in Finance (MSF), Master of Business Administration (MBA) and Master of Science in Financial Services (MSFS). We work closely with your other professional advisers or refer you to our professional affiliates to properly implement your financial plan. Our goal is that our firm becomes the conduit by which all of your financial needs are met. Finally, we are very aware of the importance of giving back to our local communities, as evidenced by our volunteer efforts, charitable board memberships, committee participation and philanthropic contributions.


Contact Information for Paul C. Bennett

Phone: (703) 759-7007
Please support us by letting this adviser know you found them through Boomerater

Fax: (703) 759-5508

Address for Paul C. Bennett:
Suite 26
746 Walker Road
Great Falls, VA, 22066

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