Dustin Beam
Dustin Beam is a CFP-designated registered investment advisor at Pathways Wealth Management, INC., based in Tipp City, OH, with 25 years of industry experience. Dustin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 683 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pathways Wealth Management charges an annual advisory fee for managing your investments, agreed upon with each client. This fee is based on a percentage of the value of your portfolio and is paid quarterly in advance. The maximum fee is 1.50% per year. Some legacy clients pay a higher fee.
Location
Tipp City, OH
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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
Dustin is an Investment Advisor Representative (IAR) and President/100% Stockholder of Pathways Wealth Management Inc., and also works at Vision Financial Partner, LLC. He is also licensed in Ohio for Accident, Health, Life and Variable Insurance, and is a sole member of a rental property/Airbnb business called E-6 Industries.
Employment History
Current Registrations
Pathways Wealth Management, INC.
Previous Registrations
L.M. Kohn & Company
L.M. Kohn & CompanyBroker
Purshe Kaplan Sterling InvestmentsBroker
Triad Advisors, INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets 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.