Vanessa Alanis is a CFP, ChFC-designated registered investment advisor at Black Dog Wealth, LLC, based in Montclair, VA, with 1 years of industry experience. Vanessa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Federal Employees, Financial Planning & Coaching, Gen X, and 6 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Fee Estimator
Contact
Vanessa Alanis
Location
Montclair, VA
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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 Activities
Vanessa works as an on-demand financial counselor for Magellan Health, providing services to military families, dedicating minimal time to this role. She also works as a paraplanner for Chisholm Financial Planning and Investments, spending about 10-20% of her time on this investment-related activity.
Employment History
Current Registrations
Black Dog Wealth, LLC
Previous Registrations
Chisholm Financial Planning & Investments
State Registrations1 state
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