Andrew Dintaman
Andrew Dintaman is a CFP-designated registered investment advisor at Wealthplan Investment Management LLC, based in Rancho Santa Margarita, CA, with 4 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 2,145 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum combined annual management fee and annual strategy fee will not exceed 2.00% of assets under management. Fees are negotiable based on account size, complexity, and services provided.
Fee Estimator
Location
Rancho Santa Margarita, CA
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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
Andrew is an insurance producer involved in insurance sales since September 2023. He dedicates approximately 60 hours per month to this activity, with 21 of those hours occurring during securities trading hours.
Employment History
Current Registrations
Wealthplan Investment Management LLC
Previous Registrations
Onedigital
Wealthsource®
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.
Exams
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