Dawn Santoriello
Dawn Santoriello is a CFP-designated registered investment advisor at Ds Financial Strategies, LLC, based in King of Prussia, PA, with 18 years of industry experience. Dawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.05% |
The total annual fee is up to 2.05% of assets under management through the recommended third-party platform, AssetMark, and is negotiable.
Fee Estimator
Location
117 River Trail Circle, King of Prussia, PA, 19406
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 ActivitiesSells Insurance
Dawn is an insurance agent through DS Financial Strategies, LLC, selling various insurance products, dedicating about 10-20% of her time. She also has several other business activities including network marketing, paid speaking engagements, coaching, and serving as an ambassador for Fem City.
Employment History
Current Registrations
Ds Financial Strategies, LLC
Previous Registrations
Efficient Advisors
Attleboro Wealth Management LLC
Efficient Advisors
Sowell Management
Caitlin John, LLC
S Squared Retirement Solutions LLC
Prosperity Wealth Management, INC.
Keystone Capital Corporation
Hornor, Townsend & Kent, INC.
On Investment Management CO
Metlife Securities INC.
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
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