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CFP

Dusty Hoetger

Avisen Advisors, LLC
20 Years of Experience
Sacramento, CA
Broker
View SEC Summary
View SEC Summary

Dusty Hoetger is a CFP-designated registered investment advisor at Avisen Advisors, LLC, based in Sacramento, CA, with 20 years of industry experience. Dusty is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 191 clients with $390M in assets under management.

Avisen Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
191 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$389.0M

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $3.0M1.50%
$3M+1.00%

Fees are negotiable. Other programs have different fee structures, such as Advisory Choice Portfolio at 1.50% and Global Portfolio Solution ranging from 2.00% to 3.00%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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View Full SEC Brochure

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 · 15 yrs 3 mos
Avisen Wealth Management, INC.Broker
December 2005 - Present · 20 yrs 10 mos
State Registrations1 state
CA
AdvisorBrokerBoth

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.
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