Dustin Palmer
Dustin Palmer is a CFP-designated registered investment advisor at Craft & Sage Wealth, based in Kansas City, MO, with 11 years of industry experience. Dustin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 513 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3M+ | 0.85% |
Fees are negotiable.
Fee Estimator
Location
2500 Summit Street, #103, Kansas City, MO, 64108
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
Dustin is an insurance agent for Premier Network, gathering customer data for property and casualty insurance quotes, dedicating minimal time to this. He is also a board member for Amber Meadows/Lakes HOA, approving financial statements and handling other HOA-related tasks, also dedicating minimal time to this.
Employment History
Current Registrations
Craft & Sage Wealth
Previous Registrations
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Lockton Investment Securities, LLCBroker
Lockton Investment Advisors, LLC
Lf Wealth Advisors
Waddell & Reed
Waddell & ReedBroker
Cambridge Investment Research, INC.Broker
Waddell & ReedBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, 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.