Advisor at Dean Dorton Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Lexington, KY 40507
Credentials
Series 65
Industry experience
2 years
Adam Davey is a financial advisor with Dean Dorton Wealth Management, LLC in Lexington, KY. He holds a Series 65 designation and has two years of industry experience. Prior to joining Dean Dorton Wealth Management, he has been associated with Von Lehman & Co., Inc. since 1994. Outside of his advisory role, he serves as a director of VL Private Wealth, LLC, a financial planning firm, and is a partner and director at Dean Dorton Allen Ford, PLLC, a CPA and consulting firm. Dean Dorton Wealth Management provides investment management, financial planning, and employee benefit retirement plan advisory services to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm serves both non-high-net-worth and high-net-worth clients using long-term, asset-allocation strategies based on Modern Portfolio Theory and integrates advisory services with affiliated CPA and healthcare revenue-cycle businesses.
Based on Dean Dorton Wealth Management, LLC
Based on Dean Dorton Wealth Management, LLC
Based on Dean Dorton Wealth Management, LLC
Financial planning fixed fees typically range from $2,000 to $5,000; financial planning retainer fees typically range from $2,500 to $5,000 per year
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $20,000,000: 0.50% $20,000,001+: 0.35%
$150 to $350 per hour
Financial planning retainer fees typically range from $2,500 to $5,000 per year, invoiced monthly or quarterly
Account minimum: $250,000 Minimum fee: $2,500 minimum annual fee for Fidelity accounts unless waived in writing
250 W. Main Street, Suite 1400
Lexington, KY 40507
Kentucky
Dean Dorton Wealth Management, LLC
2024 - Present (2 years)
Von Lehman & Co., Inc.
1994 - Present (32 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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