BT
CFP

Bryce Anthony Thompson

1 Year of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
21 advisors
Number of Clients
176 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$361.9M

Fee Structure

Financial Plan Fee:$1,000 - $20,000
Hourly Rate:$300 - $750/hr

Dew Wealth Management offers several service packages with fixed monthly or annual fees: Family Office Assessment (negotiable fixed fee), FFO Essentials ($15,000), Wealth Builder ($24,000/year), Wealth Accelerator ($6,000/month), Virtual Family Office ($12,000/month), and Maintenance Mode ($1,000/month). Investment management services, when added to these packages, incur an additional asset-based annual fee (0.30% to 0.40%). Standalone financial planning and consulting fees range from $1,000 to $20,000 on a fixed fee basis, or $300 to $750 per hour. Fees are subject to CPI-U adjustments.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth
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Advisor Information

Office location

8888 E. Raintree Drive, Suite 110, Scottsdale, AZ, 85260

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Dew Wealth Management
April 2024 - Present · 1 yr 9 mos
State Registrations2 states
NCTX
Advisor
Exams
No exam information available for this advisor.
Bryce Anthony Thompson - Financial Advisor | AdvisorDiscover