Dana Twight is a CFP-designated registered investment advisor at Twight Financial Education, LLC, based in Edmonds, WA, with 16 years of industry experience. Dana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Ongoing consulting services are available at an hourly rate of $200, focusing on reviewing and monitoring your financial plan and providing investment advice as requested. Twight Financial Education cannot place trades or exercise investment discretion.
One-time financial planning services are billed at $200 per hour, with a minimum fee of one hour ($200). The total cost depends on the complexity of your financial situation.
Location
Edmonds, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dana works full-time as a DoD contractor providing government contracting services and human services solutions, offering financial counseling to servicemembers. She also works a few hours per week as an EAP Workshop/Webinar Presenter.
Employment History
Current Registrations
Twight Financial Education, LLC
Previous Registrations
Citigroup Global Markets INC.
UBS Painewebber INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.