Joshua Hogan is a registered investment advisor at Dmk Advisor Group, INC., based in Gilbert, AZ, with 2 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 515 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DMK Advisor Group charges management fees based on a percentage of the value of your portfolio, though the exact fee schedule is determined on an individual client basis. Fees are negotiable except for direct participation and variable annuities. Management fees are typically billed quarterly in advance for discretionary accounts or quarterly in arrears for non-discretionary accounts.
Location
Gilbert, AZ
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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
Joshua is an insurance agent since April 2023, dedicating minimal time to this activity. He is also a real estate salesperson with HomeSmart since February 2023, spending about a quarter of his time on this.
Employment History
Current Registrations
Dmk Advisor Group, INC.
Previous Registrations
Hogan French Financial Services
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.
Exams
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