Steven Dawson
Steven Dawson is a CFP-designated registered investment advisor at First Choice Financial Planning LLC, based in Allen, TX, with 16 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
First Choice Financial Planning offers ongoing financial planning services for a fixed fee between $1,500 and $15,000, paid bi-annually in advance. This includes biannual check-ins, an end-of-year meeting, and a new or updated financial plan annually.
First Choice Financial Planning offers financial plans for a fixed fee between $5,000 and $20,000. They also offer services on an hourly basis at $350 per hour.
Location
1504 North Greenville Avenue, Suite 150, Allen, TX, 75002
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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 Activities
Steven is involved with Joseph's Seed Real Property Group LLC as part of rental real estate since 2019. He dedicates a few hours per week to this investment-related activity.
Employment History
Current Registrations
First Choice Financial Planning LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Edward Jones
Edward JonesBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations27 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.