Dennis Markway is a CFP, ChFC-designated registered investment advisor at Apella Wealth, based in Johnston, IA, with 19 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,503 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Standard annual advisory fee for new client relationships is up to 1.50% of assets under management, with a maximum rate of 1.70% on certain acquired accounts. Fees are negotiable and use a tiered breakpoint structure depending on the agreement.
Fee Estimator
Location
8711 Windsor Parkway, Suite 4, Johnston, IA, 50131
Get directionsHistory
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 Activities
Dennis is involved in several outside business activities. He is a board member for the Financial Planning Association of Iowa and the Lions Club of Urbandale, and an adjunct professor at Des Moines Area Community College and Drake University, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Apella Wealth
Previous Registrations
Iron Horse Wealth Management, LLC
Invest Financial Corporation
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.
Exams
More Advisors
- Mark Broderick, CFPApella Wealth
- Penny Schmidt, CFPApella Wealth
- Steven Kane, CFP, PFSKane Company Wealth Management, INC.
- Kevin Lors, CFPCompound Planning, INC.
- Joleen Scheer, CFPCompound Planning, INC.
- Jason Kane, CFPKane Company Wealth Management, INC.