Dale Colclasure
Dale Colclasure is a CFP-designated registered investment advisor at Retirepath Wealth, LLC, based in Little Rock, AR, with 27 years of industry experience. Dale operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more. Their firm serves 199 clients with $52M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RetirePath Wealth offers direct asset management services with an annual fee up to 1.25%, which is negotiable. They also partner with Gradient Investments (GI) to provide investment management through various portfolios. The fees for GI's services are:
- Strategic Portfolios: 2.00% annually (1.00% to GI, 1.00% to RetirePath Wealth)
- Tactical Portfolios: 1.80% annually (0.80% to GI, 1.00% to RetirePath Wealth) plus internal ETF fees of 0.20%
- Allocation & Defined Outcome Portfolios: 1.70% annually (0.70% to GI, 1.00% to RetirePath Wealth)
- Preservation Portfolios: 1.00% annually (0.40% to GI, 0.60% to RetirePath Wealth)
- Client Directed Accounts: Flat fee of $300 annually to GI.
These fees are assessed quarterly and are negotiable. There is also a $15 quarterly service fee for performance and other reporting.
Location
11300 N Rodney Parham Rd., Suite 120, Little Rock, AR, 72212
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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 ActivitiesSells Insurance
Dale is a managing partner in two personal rental real estate companies and owns The RetirePath Agency, Inc., selling fixed insurance and Medicare supplements, dedicating full-time hours to it. He also owns RetirePath Property and Casualty, LLC, selling insurance, spending minimal time on it.
Employment History
Current Registrations
Retirepath Wealth, LLC
Previous Registrations
Ae Wealth Management, LLC
Madison Avenue Securities, LLCBroker
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Arvest Wealth Management
Arvest Wealth ManagementBroker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.