Dominic Aceto
Dominic Aceto is a CFP-designated registered investment advisor at Rmr Wealth Builders, INC., based in Montclair, NJ, with 7 years of industry experience. Dominic operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 8 more. Their firm serves 2,099 clients with $2.9B 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 | 2.65% |
Fees are charged as a flat percentage of total assets under management up to a maximum annual rate of 2.65%. Fees are negotiable based on account value, services provided, and other factors.
Fee Estimator
Location
111 Grove Street, Suite 203, Montclair, NJ, 07042
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 ActivitiesSells Insurance
Dominic is an employee of RMR Wealth Builders, an RIA and DBA for securities business, insurance agent, and consulting services, dedicating full-time hours to account upkeep and due diligence. He is also a member of Wealth Builders Ventures OC, LLC, formed for investment in Orange Comet, spending minimal time on this activity.
Employment History
Current Registrations
Rmr Wealth Builders, INC.
Previous Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
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
- Ryan Degrau, CFPRmr Wealth Builders, INC.
- Alexander Salton, CFPRmr Wealth Builders, INC.
- Marshall Burroughs, CFPRmr Wealth Builders, INC.
- Tyler Whitehouse, CFPRmr Wealth Builders, INC.
- Peter Chandler, CFPRmr Wealth Builders, INC.
- Alyssa Cortelyou, CFPRmr Wealth Builders, INC.