Dawn Torres-Gale is a CFP, ChFC-designated registered investment advisor at Plancorp, LLC, based in Estacada, OR, with 4 years of industry experience. Dawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 2,383 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Plancorp charges an asset-based fee for wealth management services that combine investment management and financial planning, or for standalone investment management. Clients are generally subject to a minimum annual fee of $12,000.
Location
Estacada, OR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Plancorp, LLC
Previous Registrations
Compass Planning Associates, INC.
Creative Money 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.
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