Drt Financial Advisors

Fee-Only (% of Portfolio)Fixed/Hourly

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View SEC Summary

Assets Under Management$95M

Clients153

Advisors2

Avg. per Client$620K

Avg. per Advisor$47M

www.drtcpa.com ·www.drtfa.com

Location

2 Advisors at this firm

Ronald Cantlay

Victoria Kizma

Guides: What is Form ADV? The Foundation of Advisor Transparency·How to Read an Advisor's Disclosure Record·How Much Does a Financial Advisor Actually Cost? An Analysis of 10,000+ Fee Disclosures

Drt Financial Advisors - Fees, AUM & Advisors | TrueAdvisor