KS
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Kent Stewart

16 Years of Experience
Mesa, AZ
1 DisclosureSells Insurance

Kent Stewart is a registered investment advisor at Dyad Financial Group, based in Mesa, AZ, with 16 years of industry experience. Kent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The 2% fee is negotiable for larger accounts.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

3521 E Brown Rd, Mesa, AZ, 85213

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History

Regulatory History (1)
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Employment Separation After Allegations
September 2006
Other Business ActivitiesSells Insurance

Kent owns Insurance Professionals of Arizona LLC, selling insurance-related products since 2008, and dedicates full-time hours to Insurance Professionals of Arizona and Dyad Financial Group. Kent is also an owner and investor in Diamond Wholesalers, which is currently non-operational.

Employment History
Current Registrations
Dyad Financial Group
March 2015 - Present · 11 yrs 2 mos
Previous Registrations
Tetrant Advisory LLC
November 2009 - August 2014 · 4 yrs 9 mos
Investment Advisors International, INC.
April 2009 - October 2009 · 6 mos
State Registrations1 state
AZ
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.
Kent Stewart - Financial Advisor | TrueAdvisor