TrueAdvisor
TrueAdvisor
DS
CFP · ChFC
DS
CFP · ChFC

Dustin Sturm

Stonex Advisors INC.
14 Years of Experience
Canfield, OH
BrokerSells Insurance
View SEC Summary
View SEC Summary

Dustin Sturm is a CFP, ChFC-designated registered investment advisor at Stonex Advisors INC., based in Canfield, OH, with 14 years of industry experience. Dustin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 9,843 clients with $5.1B in assets under management.

Stonex Advisors INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
233 advisors
Number of Clients
9,843 clients
Average Client Portfolio
$517K average
Assets Under Management
$5.1B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$200
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiated between the client and financial advisor up to a maximum annualized rate of 2.00% for standard assets and 1.50% for annuity allocations. Subject to a minimum annual fee of $200 or 0.10%, whichever is greater ($300 for Unified Managed Accounts). American Funds F2 platform has a separate tiered schedule of 0.80% and 0.55%.

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

Location

4137 Boardman Canfield Rd, Suite 105B, Canfield, OH, 44406

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Dustin owns FERF, LLC, a rental property, and spends minimal time managing it. He also sells fixed, life, health, disability, and LTC insurance solutions on an as-needed basis and dedicates nearly full-time hours to Sturm Financial Services, Inc., where he acts as a registered representative.

Employment History
Current Registrations
Stonex Advisors INC.
August 2021 - Present · 5 yrs 2 mos
Stonex Securities INC.Broker
May 2021 - Present · 5 yrs 5 mos
Previous Registrations
Nationwide Investment Services CorporationBroker
July 2012 - May 2021 · 8 yrs 10 mos
Waddell & Reed, INC.
July 2010 - November 2010 · 4 mos
Waddell & Reed, INC.Broker
July 2010 - November 2010 · 4 mos
State Registrations12 states
CACTFLGAMDMINCNVOHPASCVA
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.
More Advisors
More financial advisors in Canfield, OH →All financial advisors in Ohio →