Russell Wilhite
Russell Wilhite is a registered investment advisor at Dewitt and Dunn Financial Services, LLC, based in Addison, TX, with 1 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 117 clients with $36M 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 | 1.50% |
DeWitt & Dunn charges up to 1.5% annually. Clients also pay separate fees to third-party sub-advisors (Brookstone, Impact Partnership Wealth, Retirement Guys, or Beacon), bringing total combined fees up to 1.8% to 2.99% depending on the program.
Fee Estimator
Location
15455 Dallas Parkway, Suite 240, Addison, TX, 75001
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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 →Employment History
Current Registrations
Dewitt and Dunn Financial Services, LLC
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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