Will Dietz
Will Dietz is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Lake Oswego, OR, with 23 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
696 McVey Avenue, #201, Lake Oswego, OR, 97034
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2008Other Business ActivitiesSells Insurance
Will sells fixed insurance, dedicating minimal time to this activity. He is also the owner of DH Wealth Management, Inc. and a managing member/co-owner of Iron Mountain Wealth Management, LLC, dedicating nearly full-time hours to the latter, which facilitates securities, advisory, and insurance business.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations20 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.