AD
AD

Abe Dye

53 Years of Experience
Gold Canyon, AZ
3 DisclosuresBroker

Abe Dye is a registered investment advisor at Edward Jones, based in Gold Canyon, AZ, with 53 years of industry experience. Abe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22714 advisors
IM Fee
Planning only
Assets Under Management
$825.0B

Fee Structure

Minimum Investment:$250K

Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.

Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.

Annual Retainer:Up to $3,600/year
Loading...

Location

6021 S Kings Ranch Rd #4, Gold Canyon, AZ, 85118-4774

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 1994
Settled
Customer Dispute
June 1993
Settled
Regulatory
January 1986
Final
Employment History
Current Registrations
Edward Jones
March 2019 - Present · 7 yrs 4 mos
Edward JonesBroker
May 1978 - Present · 48 yrs 2 mos
Previous Registrations
Waddell & Reed, INC.Broker
August 1976 - July 1978 · 1 yr 11 mos
Ids Life Insurance CompanyBroker
March 1973 - October 1976 · 3 yrs 7 mos
Ids Marketing CorporationBroker
March 1973 - October 1976 · 3 yrs 7 mos
Investors Diversified Services, INC.Broker
March 1973 - October 1976 · 3 yrs 7 mos
State Registrations38 states
AKARAZCACOFLGAHIIAIDILINKSMDMEMIMNMOMTNCNDNENJNMNVOHOKORPASCSDTNTXUTVAWAWIWY
AdvisorBrokerBoth

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.
Abe Dye - Financial Advisor | TrueAdvisor