Dawn Carey
Dawn Carey is a registered investment advisor at Impact Partnership Wealth, LLC, based in The Villages, FL, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,017 clients with $3B 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 | 2.00% |
Individual advisors can set the annual fee up to a maximum of 2.00%. Fees are negotiable on a client-by-client basis.
Fee Estimator
Location
The Villages, FL
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 works as an insurance agent with Phoenix Wealth Management, selling various insurance products since 2022. This takes about half of her time, with about a quarter of her time during trading hours.
Employment History
Current Registrations
Impact Partnership Wealth, LLC
Previous Registrations
Portsmouth - Smartlife Financial Group, LLC
Trac Asset Management LLC
Revere Securities LLCBroker
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
Ridgeway Conger Advisory Services
Ridgeway Conger Advisory Services
Ridgeway & Conger, INC.Broker
Davis-Ross Investment Advisers, LLC
Next Financial Group, INC.Broker
Next Financial Group, INC.
Fsc Securities Corporation
Fsc Securities CorporationBroker
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
- Ronald Caruso, CFP, ChFCAmeriprise Financial Services, LLC
- Charles Thompson, CFP, ChFCRaymond James & Associates, INC.
- Kyle Horsley, CFPLPL Financial LLC
- Michael Whitaker, ChFCNfsg Corporation
- Nicholas Govola, CFPLPL Financial LLC
- Michael Barber, ChFCBarber & Associates