Alison Dorsman
Advisor at Brandywine oak Private Wealth 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.
Advisor at Brandywine oak Private Wealth 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.
Firm
Brandywine oak Private Wealth LLC
Location
Kennett Square, PA 19348
Credentials
CFP®, Series 66
Industry experience
20 years
Alison Dorsman is a CFP® with 20 years of experience in the financial services industry. She is currently with Brandywine Oak Private Wealth LLC, where she has worked since 2018, and has prior experience at Purshe Kaplan Sterling Investments, Wyeth Private Wealth, Bank of America, and Merrill Lynch. In addition to her advisory role, she is co-CEO and owner of Brandywine Oak Private Tax Advisory, a tax practice affiliated with her firm. Brandywine Oak Private Wealth serves individuals, high-net-worth families, trusts, estates, and business entities, providing financial planning, consulting, and wealth management services. The firm employs a goal-oriented investment approach focused on diversified, low-cost asset allocations, tax minimization, and behavioral finance considerations, managing over $1.4 billion in client assets.
Based on Brandywine oak Private Wealth LLC
Based on Brandywine oak Private Wealth LLC
Annual fixed fees range from $5,000 to $100,000, negotiable based on scope and complexity, charged quarterly in advance.
Negotiable based on size and complexity; no fixed tiers explicitly stated
Insurance commissions earned by licensed insurance agents affiliated with the firm, separate from advisory fees.
Performance-based fees charged to qualified clients as a share of capital gains or appreciation; fees increase by 3% annually if prior year gross performance exceeds 3%.
500 Old Forge Lane, Suite 501
Kennett Square, PA 19348
Pennsylvania · Texas
Brandywine Oak Private Wealth LLC
2021 - Present (5 years)
Brandywine Oak Private Wealth LLC
2018 - Present (8 years)
Purshe Kaplan Sterling Investments
2018 - 2023 (5 years)
Wyeth Private Wealth, Llc
2018 - 2018 (1 year)
Bank Of America, N.a.
2015 - 2018 (3 years)
Merrill
2005 - 2018 (13 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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