Kenneth Dysart
Kenneth Dysart is a registered investment advisor at Cordatus Wealth Management LLC, based in Yardley, PA, with 34 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 314 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cordatus Wealth generally charges between 0.00% and 1.50% per year of the value of your investments. The exact fee depends on factors like the size of your account and the complexity of your assets. Fees are negotiable. Financial planning is available for a fixed fee, generally between $500 and $1,000 per plan.
Location
95 S. Main Street, Yardley, PA, 19067
Get directionsHistory
Regulatory History (2)
Regulatory
October 2015Employment Separation After Allegations
January 2015Other Business Activities
Kenneth is a trustee for a friend/business partner since 2012, dedicating minimal time. He is also part of Cordatus Wealth Management, an independent RIA, spending nearly full-time hours there, and a member of Cordatus Wealth Properties, spending about 10-20% of his time there.
Employment History
Current Registrations
Cordatus Wealth Management LLC
Prospera Financial Services, INC.Broker
Previous Registrations
Prospera Financial Services, INC.
Wells Fargo Advisors, LLCBroker
Prudential Securities IncorporatedBroker
Thomas James Associates, INC.Broker
Legend Merchant Group, INC.Broker
Vanderbilt Securities, INC.Broker
Mlb Investments, LTD.Broker
State Registrations35 states
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.