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Donovan Swinger

Cetera Planning Partners
Johnson City, TN
1 Disclosure
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Donovan Swinger is a registered investment advisor at Cetera Planning Partners, based in Johnson City, TN. Donovan 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 4,849 clients with $4.2B in assets under management.

Cetera Planning Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
91 advisors
Number of Clients
4,849 clients
Average Client Portfolio
$859K average
Assets Under Management
$4.2B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.65%

Maximum advisor fee is up to 1.65%. Additional administrative, strategist, and optional service fees of up to 0.05%, 0.90%, and 0.40% respectively may apply depending on portfolio selections.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

801 Sunset Drive, Bldg A, Ste 1, Johnson City, TN, 37604

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History

Regulatory History (1)
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Financial
March 2025
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Cetera Planning Partners
May 2026 - Present · 5 mos
State Registrations1 state
TN
Advisor

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
No exam information available for this advisor.
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