Dennis Gelfand is a CFP-designated registered investment advisor at Plan Ahead Advisors, based in West Palm Beach, FL, with 10 years of industry experience. Dennis 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 1 more. Their firm serves 5 clients with $7.1M 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 $1.5M | 1.00% |
| $1.5M+ | 0.85% |
Fees, account minimums, and payment terms are negotiable depending on the client's situation. A minimum annual fee of $5,000 may apply to accounts less than $500,000.
Fee Estimator
Location
2101 Vista Parkway, Suite 132, West Palm Beach, FL, 33411
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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
Dennis is an employee and shareholder at Hough, Gelfand & Associates, P.A., a CPA firm. This non-investment related activity takes nearly full-time hours.
Employment History
Current Registrations
Plan Ahead Advisors
State Registrations1 state
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