Dennis Stavinoha is a CFP, ChFC-designated registered investment advisor at Captrust, based in Sedgwick, ME, with 29 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 36,839 clients with $1100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fees are subject to negotiation based on multiple factors including clients with multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.
Fee Estimator
Location
Sedgwick, ME
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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.
Learn about disclosures →Other Business Activities
Dennis is a managing member of DMS73 Investments, LLC, Summer Tide, LLC, and DWS, LLC, all formed to hold personal investments or real estate. He also serves as a board director for John Wesley Methodist Church Endowment, managing the endowment's investments, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Captrust
Previous Registrations
Wealth Covenant Group LLC
Stavinoha White Strategic Financial Group, INC.
LPL Financial LLC
LPL Financial LLCBroker
H.D. Vest Investment Securities, INC.Broker
State Registrations2 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.