Keith Dorson
Keith Dorson is a registered investment advisor at Wise World Investment Planning, based in Chandler, AZ, with 31 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning.
Compensation
Firm Size
IM Fee
Fee Structure
An annual Comprehensive Financial Plan update/renewal fee ranging from $475.00 - $1,500.00 may be charged.
- Initial Comprehensive Financial Plan — $795.00 - $1,995.00, depending on complexity. Most often the exact amount is $1,975.
- Estate planning services — $600
- Specific administrative and consulting services — $1,500.00 - $4,500.00 or $350.00 per hour.
Location
575 W Chandler Blvd Ste 220, Chandler, AZ, 85225
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2018Customer Dispute
December 2015Other Business Activities
Keith is a notary, has ownership in Win Win Wisdom LLC and Win Win Fire Teams LLC, and is involved with Wise World Investment Planning as an IAR. He spends a few hours per week providing financial planning and consulting services through Wise World Investment Planning.
Employment History
Current Registrations
Wise World Investment Planning
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations46 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.