Dawn Strachan
Dawn Strachan is a registered investment advisor at Touchstone Financial Planning, based in Torrance, CA, with 24 years of industry experience. Dawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Divorce financial consulting services: $290 per hour. A retainer fee of $1,740 is customary before service is provided.
- Comprehensive financial planning: $290 per hour. If the client terminates the contract, a refund of unused retainer will be distributed.
Location
3838 W Carson Street, Suite 325, Torrance, CA, 90503
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2021Customer Dispute
April 2018Other Business ActivitiesSells Insurance
Dawn is involved in several business activities, including financial analysis for divorcing individuals, acting as an insurance agent, and running her advisory business. She also provides insurance information and products to clients, and prepares financial plans for individuals and couples.
Employment History
Current Registrations
Touchstone Financial Planning
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Questar Asset Management, INC.
Questar Capital CorporationBroker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations9 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.