Dawn Abernathy is a CFP-designated registered investment advisor at Core Planning, based in Florissant, MO, with 3 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 867 clients with $530M 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 | 1.25% |
Maximum annual fee of 1.25%. Fees are negotiable and depend on the money manager selected, account value, and cash holdings.
Fee Estimator
Location
Florissant, MO
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 Activities
Dawn is an independent contractor as a financial planner for Core Planning, dedicating about a quarter of her time to providing financial planning services and investing funds. Dawn also owns Dawn C. Abernathy, LLC, where she works as a consultant providing financial education workshops and freelance software consulting, dedicating minimal time to this.
Employment History
Current Registrations
Core Planning
Previous Registrations
Compass Retirement Group LLC
Ellevest
Core Planning
Edward Jones
Edward JonesBroker
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
- Daniel Schubert, CFPEdward Jones
- Pamela Sutterer, ChFCEdward Jones
- Joseph Meyer, CFPEdward Jones
- Harsh Patel, CFP, ChFCEdward Jones