DH
CFP
DH
CFP

Dusty Hoetger

20 Years of Experience
Broker
Areas of Practice
Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInvestment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
190 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$356.1M

Fee Structure

Minimum Investment:$50K
Minimum Annual Fee:$1,000
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Location

3620 American River Drive, Suite 145, Sacramento, CA, 95864

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Dusty works for Avisen Advisors LLC as a Registered Investment Advisor, dedicating a significant amount of time during business hours. Dusty also volunteers with VITA/TCE, providing tax preparation assistance, and with the Foundation for Financial Planning, offering pro bono financial planning advice.

Employment History
Current Registrations
Avisen Advisors, LLC
July 2011 - Present · 14 yrs 7 mos
Avisen Wealth Management, INC.Broker
December 2005 - Present · 20 yrs 2 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.