Dana Dunkelberger
Dana Dunkelberger is a registered investment advisor at Reliance Wealth Management, based in San Antonio, TX, with 5 years of industry experience. Dana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 302 clients with $130M 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 $500K | 1.80% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.60% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Location
6827 Camp Bullis Rd, Ste 402, San Antonio, TX, 78256
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
Dana is the owner and lead sales agent for Reliance Financial Partners, focusing on fixed-indexed annuity and indexed universal life insurance sales since 2010. This activity is investment-related and takes nearly all of Dana's time.
Employment History
Current Registrations
Reliance Wealth Management
Previous Registrations
Coppell Advisory Solutions LLC
Visionary Wealth Management, LLC
Gibbs Wealth Management, LLC
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.