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DG
CFP · ChFC
DG
CFP · ChFC

Damon George

Retirement Strategies
25 Years of Experience
Longview, WA
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Damon George is a CFP, ChFC-designated registered investment advisor at Retirement Strategies, based in Longview, WA, with 25 years of industry experience. Damon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 58 clients with $6.8M in assets under management.

Retirement Strategies
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
58 clients
Average Client Portfolio
$116K average
Assets Under Management
$6.8M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.5M1.00%
$2.5M+0.80%

Fees are billed quarterly in advance. Fees are not negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1315 14th Ave, Longview, WA, 98632

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
September 2020
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Damon is an insurance producer for non-variable insurance products since 2000. He spends a few hours per week on this activity, all during securities trading hours.

Employment History
Current Registrations
Retirement Strategies
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
United Planners' Financial Services of America a Limited Partner
August 2020 - September 2020 · 1 mo
United Planners' Financial Services of America a Limited PartnerBroker
August 2020 - September 2020 · 1 mo
Cambridge Investment Research Advisors, INC.
January 2018 - July 2020 · 2 yrs 6 mos
Cambridge Investment Research, INC.Broker
January 2018 - July 2020 · 2 yrs 6 mos
Independent Financial Group, LLC
March 2015 - December 2017 · 2 yrs 9 mos
Independent Financial Group, LLCBroker
March 2015 - December 2017 · 2 yrs 9 mos
Verus Capital Partners, LLC
July 2014 - March 2015 · 8 mos
Verus Capital Partners, LLC
July 2014 - December 2014 · 5 mos
Securities America Advisors, INC.
July 2014 - July 2014 · 0 mos
Securities America, INC.Broker
July 2014 - March 2015 · 8 mos
Transamerica Financial Advisors, INC.
February 2011 - July 2014 · 3 yrs 5 mos
Transamerica Financial Advisors, INCBroker
February 2004 - July 2014 · 10 yrs 5 mos
Veritrust Financial, LLCBroker
May 2002 - December 2003 · 1 yr 7 mos
Woodbury Financial Services, INC.Broker
February 2000 - May 2002 · 2 yrs 3 mos
State Registrations2 states
TXWA
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.
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Damon George - Financial Advisor | TrueAdvisor