CD
CD
Cesar Dantes
29 Years of Experience
San Ramon, CA
1 Disclosure
Cesar Dantes is a registered investment advisor at Prosperity Financial Group, INC., based in San Ramon, CA, with 29 years of industry experience. Cesar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 612 clients with $500M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
612 clients
Average Client Portfolio
$822K average
Assets Under Management
$503.0M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are negotiable and charged quarterly in advance.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
2333 San Ramon Valley Blvd., Suite 200, San Ramon, CA, 94583
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2001Denied
Employment History
Current Registrations
Prosperity Financial Group, INC.
December 2025 - Present · 10 mos
Previous Registrations
Prosperity Financial Group, INC.
June 2010 - December 2025 · 15 yrs 6 mos
Raymond James Financial Services Advisors, INC
January 2009 - June 2010 · 1 yr 5 mos
Raymond James & Associates, INC.
September 2006 - December 2008 · 2 yrs 3 mos
Wells Fargo Investments, LLC
November 2004 - September 2006 · 1 yr 10 mos
Citigroup Global Markets INC.
July 1997 - November 2004 · 7 yrs 4 mos
State Registrations1 state
CA
Advisor
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
No exam information available for this advisor.
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