Joanna Dossman is a registered investment advisor at Retirement Planners of America, based in Plano, TX, with 20 years of industry experience. Joanna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 5,657 clients with $3.6B 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 | 1.30% |
Standard fee is 1.30% annually, while legacy clients may pay 1.25%. Accounts with $250,000 or less custodied at Pershing in the Retirement Planners of America Direct program pay 1.85%. Variable annuities, certain 401(k) accounts, and held-away accounts are charged a flat negotiable fee not to exceed 1.25%.
Fee Estimator
Location
2820 Dallas Parkway, Plano, TX, 75093
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
Retirement Planners of America
Previous Registrations
Concourse Financial Group Securities, INC.Broker
Aig Capital Services, INC.Broker
Edward Jones
Edward JonesBroker
1st Global Capital CORP.Broker
NFP Securities, INC.Broker
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.
Exams
More Advisors
- Charles Dyer, CFPRetirement Planners of America
- Daniel Mcguire, CFPRetirement Planners of America
- Natalie Chandler, CFPRetirement Planners of America
- Hammad Moon, CFAIhsan Wealth
- Robert Knode, CFPKnode Wealth Management LLC
- Erika Howell, CFPMoss, Luse & Womble, LLC