Paul R. Ried Financial Group, LLC

Paul R. Ried Financial Group, LLC is a SEC-registered investment adviser based in Bellevue, WA, established in 2018. The firm manages over $1 billion in assets under management, offering the PEAC Investment Advisory Program focusing on planning, education, advice, and consultation. Clients can have their accounts managed on a discretionary or non-discretionary basis, with ongoing management based on individual investment policy statements. The firm also provides standalone financial planning services covering pre-retirement planning, post-retirement planning, general planning, risk management, tax strategies, and estate transition. Fees for the PEAC program are tiered based on assets under management, starting at 1.25% for accounts under $1 million. Financial planning fees range from $550 to $2,000, with access to planning services included for PEAC clients. The firm does not charge performance-based fees and serves various types of clients, including individuals, high net worth individuals, trusts, estates, and corporations. Investment strategies include dynamic asset allocation, manager selection, and risk management. Clients have full discretion over implementing recommendations, and the firm does not engage in principal transactions. Clients are responsible for voting on proxies, and the firm does not vote on their behalf. Paul R. Ried Financial Group, LLC does not have custody of client accounts and does not accept compensation for client referrals. The firm's financial condition is sound, with no bankruptcy history or financial impairments reported.