DD
CFP
DD
CFP

Dean Domask

15 Years of Experience
Phoenix, AZ

Dean Domask is a CFP-designated registered investment advisor at Domask Wealth Management, LLC, based in Phoenix, AZ, with 15 years of industry experience. Dean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 71 clients with $110M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
71 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$107.5M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.75%
$2.0M - $5.0M0.60%
$5.0M - $20.0M0.35%
$20M+0.10%

Advisory fee is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7320 N Dreamy Draw Drive, Suite 130, Phoenix, AZ, 85020

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Domask Wealth Management, LLC
August 2010 - Present · 15 yrs 9 mos
Previous Registrations
Hatton Consulting, INC.
June 2010 - September 2010 · 3 mos
State Registrations2 states
AZTX
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.