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 Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Twight Financial Education charges an hourly rate of $200 for ongoing consulting services, which include reviewing and monitoring your written financial plan on a quarterly basis or as otherwise agreed.
- One-time financial planning — Billed at an hourly rate of $200 per hour with a minimum of one hour ($200), covering written financial plans, retirement projections, budgeting, and investment education.
Location
Edmonds, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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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.
Exams
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