Joseph Fondahn is a registered investment advisor at Fondahn Financial, based in Walla Walla, WA, with 1 years of industry experience. Joseph 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, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are non-negotiable.
Fee Estimator
Location
29 E Sumach Street, Walla Walla, WA, 99362
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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
Joseph owns Advantus Group, LLC, which owns Fondahn CPA and provides public accounting services.
Employment History
Current Registrations
Fondahn Financial
State Registrations1 state
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