AK

Alexander M Kalemba

3 Years 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 (1)
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Criminal
November 2017
Final Disposition
Employment History
Current Registrations
Dew Wealth Management
May 2025 - Present · 8 mos
Previous Registrations
Morgan Stanley
July 2022 - April 2025 · 2 yrs 9 mos
Morgan Stanley Broker
November 2021 - April 2025 · 3 yrs 5 mos
State Registrations2 states
AZTX
Advisor
Exams
No exam information available for this advisor.