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Alyse Dominguez

2 Years of Experience
Areas of Practice
Retirement PlanningInvestment ManagementFinancial Planning & CoachingTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
310 advisors
Number of Clients
26,325 clients
Average Client Portfolio
$953K average
Assets Under Management
$25.1B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$2,500
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Location

340 Palladio Pkwy., Suite 501, Folsom, CA, 95630

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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.

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Other Business Activities

Alyse works as an instructor at Cyclebar since August 2022, dedicating a few hours per week. This activity does not occur during trading hours.

Employment History
Current Registrations
Allworth Financial, L.P.
July 2023 - Present · 2 yrs 7 mos
Previous Registrations
Cwm, LLC
February 2023 - June 2023 · 4 mos
State Registrations2 states
CAFL
Advisor
Exams
No exam information available for this advisor.
Alyse Dominguez - Financial Advisor | TrueAdvisor