Craig Dewey is a ChFC-designated registered investment advisor at Wellth Advisory Services, LLC, based in Shorewood, IL, with 46 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,383 clients with $24B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable. WELLth Advisory Services also uses LPL Financial's advisory programs, which have maximum fees ranging from 1.35% to 2.95%.
Fee Estimator
Location
Shorewood, IL
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2005Other Business Activities
Craig is a partner at Strategic Retirement Partners, LLC, dedicating nearly full-time hours to selling, advising, and educating retirement plan committees. He also owns Given To Fly, LLC, a subsidiary of Strategic Retirement Advisors LLC, spending minimal time reviewing investment opportunities.
Employment History
Current Registrations
Wellth Advisory Services, LLC
Previous Registrations
Global Retirement Partners LLC
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
NFP Retirement
Kestra Investment Services, LLCBroker
NFP Securities, INC.
Financial Telesis, INC.
Financial Telesis INCBroker
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations4 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.