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Aberdeen, SD 57401
605-622-7801About 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
2-4
Firm CRD#
287536
Years of Experience in Financial Services
30
Number of Years with Current Firm
9
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
Services
Investment Types
Bonds, Stocks, Mortgages & Real Estate, Exchange Traded Funds (ETFs)
Can meet clients in the following ways
Email, Your Office, Phone, Video Conference, Our Office
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Qualifications & Membership
Securities Licenses
Series 65
Firm Information
Advisor's Number of Clients
150
Advisor's Number of Planning Clients
50
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