Charles Dozois is a registered investment advisor at Allied Planning Partners, based in Batavia, OH, with 24 years of industry experience. Charles 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 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
Allied Planning Partners charges a recurring annual fixed fee of $4,000 for ongoing financial planning, paid quarterly in arrears. This service includes working one-on-one with a planner to develop, implement, and monitor a comprehensive financial plan as your situation evolves.
As part of this ongoing service, clients can also add an annual financial plan review for their children up to age 30 for an additional $750 per child per year.
- Project-based financial plan — $750 fixed fee for a limited-scope engagement addressing specific financial questions or topics. A portion is collected in advance with the remainder due upon completion.
- Educational seminars and speaking engagements — $750 to $2000 per seminar depending on content, research, preparation time, and attendee count.
Location
Batavia, OH
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 →Employment History
Current Registrations
Allied Planning Partners
Previous Registrations
Strategic Advisers LLC
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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.