Paul C. Bennett

Further information about Paul C. Bennett:

Mr. Bennett is a Certified Financial Planner™ professional (CFP®), Chartered Financial Consultant (ChFC), Accredited Investment Fiduciary™ (AIF®) and Managing Partner of c5 Wealth Management, LLC. Additionally, he holds a BA degree from the University of Florida. Furthering his commitment to higher education, Mr. Bennett is currently pursuing a Master of Science in Finance (MSF) degree from Indiana University, Kelley School of Business.

He has over twenty years of financial planning experience and specializes in providing creative solutions for families and businesses regarding their investment management and financial planning needs. A native Washingtonian, Mr. Bennett began his career as a Financial Analyst and Corporate Loan Officer with Citizens & Southern National Bank (now Bank of America). He then worked as a Financial Advisor and Managing Director with two multi-national financial services firms. Prior to his affiliation with C5, he was the President of Private Wealth Advisers, LLC, an independent registered investment advisory firm, based in Great Falls, Virginia.

Mr. Bennett is an elected member of the Washington D.C. Estate Planning Council and a member of the Financial Planning Association. He previously was on the Board of Trustees for Capital Hospice as well as the Finance Committee and Planned Giving Advisory Committee. He also was the past Chairman of the Investment Committee for Capital Hospice. Mr. Bennett is an avid supporter of The Miami Project, the world's largest comprehensive spinal cord research center.

He was recently recognized in Kiplinger's Personal Finance Magazine, the Journal of Accountancy and the American Bar Association Journal as Who's Who of Virginia Certified Financial Planner™ professionals. In addition, he has also been recently selected by the Consumers' Research Council of America as one of "America's Best Financial Planners". He is a current contributor to the Rydex Advisor Benchmarking Index. 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, Boomerater.com, Dow Jones News, Financial Advisor Magazine, Financial Planning Magazine, Investment News, The Washington Business Journal 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:

BA, University of Florida, 1988

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Further information about c5 Wealth Management, LLC:

(Size of firm: 0-9 advisors)

C5 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 advisors. We are independently owned by the partners of the firm and have no outside shareholders or corporate ownership. This independence enables us to be free from the potential conflicts of interest that could occur if corporate/shareholder interests are placed before client interests.

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, LLC 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. C5 is a unique organization in that we provide institutional-quality investment management services coupled with the intimacy of a privately held boutique firm. 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 advisors 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 Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Accredited Investment Fiduciary (AIF), Masters of Business Administration (MBA) and Masters of Science in Financial Services (MSFS). We work closely with your other professional advisors 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.