Wealth Plus Of The Dakotas- Financial Advisor Aberdeen, SD

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About Wealth Plus Of The Dakotas

Wealth Plus of the Dakotas is an independent financial planning and investment management firm dedicated to helping individuals, families, and business owners achieve their financial goals. Through our common ownership with a tax planning firm, we provide the unique advantage of coordinating investment, retirement, and tax strategies to help clients make more informed financial decisions.

As a fee-based advisory firm, we do not sell annuities, insurance products, or other commissioned investments. This allows us to provide objective advice focused solely on our client's best interests.

Every client relationship begins with a comprehensive review of their financial situation, including investments, risk tolerance, retirement readiness, and tax considerations. Based on this analysis, we develop personalized recommendations designed to align with each client's goals and circumstances.

Our commitment extends beyond the initial plan through ongoing portfolio management, proactive monitoring, and regular reviews. By combining disciplined investment management with comprehensive financial planning and tax-aware strategies, we strive to provide clarity, confidence, and peace of mind at every stage of life.

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General Information

Firm Start Year

2016

No. of Employees

Firm CRD#

287536

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors, Businesses, Non-Profit Organizations

Advisory Services Provided

Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Risk Management

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Qualifications & Membership

Securities Licenses

Series 65

Firm Information

Advisor's Number of Clients

Advisor's Number of Planning Clients

Total Assets Under Management by Advisor

$50,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$25,000

Compensation Methods

Based on Assets

Additional Details on Charges

0.95% for the first $100,000;

0.75% over $100,000;

0.55% over $250,000;

0.35% over $500,000;

0.25% over $1 million

Paladin Advisors

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Wealth Plus Of The Dakotas