Geoffrey Dunmore is a CFP-designated registered investment advisor at Keating Financial Advisory Services, based in Verona, WI, with 6 years of industry experience. Geoffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 250 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Keating Financial Advisory Services offers investment management through a wrap fee program. You'll pay a single annual fee that covers investment advice, trading costs, and account administration. This fee is negotiable and can be up to 2.50% of your portfolio, depending on the complexity of your account and the investments used.
Location
Verona, WI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Geoffrey is an advisor for Purposeful Wealth Advisors, a DBA/Support Company and a division of Keating & Associates, Inc., providing financial planning and investment management. He dedicates nearly full-time hours to this activity.
Employment History
Current Registrations
Keating Financial Advisory Services
Previous Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Filbrandt Wealth Management, LLC
State Registrations2 states
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.