Dorie Fain is a CFP-designated registered investment advisor at &wealth Partners, based in Baltimore, MD, with 24 years of industry experience. Dorie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 103 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
&Wealth Partners may negotiate to charge a lesser management fee based upon certain criteria.
Fee Estimator
Contact
Dorie Fain
Location
1629 Thames Street, Suite 300, Baltimore, MD, 21231
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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 →Employment History
Current Registrations
&wealth Partners
Previous Registrations
Citigroup Global Markets INC.
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.
Exams
Additional Information
When she's not running after her young son, Dorie loves to run through books, tennis courts, ski slopes, and New York streets. She is a board certified CFP and a proud graduate of The Ohio State University.