Advisor at Dew Wealth Management
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Firm
Dew Wealth Management
Location
Scottsdale, AZ 85260
Credentials
CFP®, ChFC®, Series 66
Industry experience
8 years
Bryce Keffeler is a financial advisor at Dew Wealth Management in Scottsdale, AZ, holding the CFP®, ChFC®, and Series 66 designations with eight years of industry experience. His prior roles include positions at Seros Financial LLC, Pinnacle Financial Advisors, and Intel Corp. Outside of his advisory work, he serves as a director and shareholder of agriculture holding and operations companies through Keffeler Inc and BAKK Investment LLC. Dew Wealth Management serves individuals, high net worth clients, pension and profit-sharing plans, and charitable organizations, offering investment management, financial planning, and coordinated family office services. The firm provides both discretionary and non-discretionary management, frequently coordinating with clients’ other professionals and offering a range of advisory and educational programs.
Based on Dew Wealth Management
Based on Dew Wealth Management
Family Office Assessment: $40,000 or $25,000 (discounted); FFO Essentials: $15,000; Wealth Builder: $24,000 ($2,000/month); Wealth Accelerator: $6,000/month; Virtual Family Office: $12,000/month; Maintenance Mode: $1,000/month; Educational workshops: $2,000 fixed fee.
Fee-only: Fixed fees ranging from $1,000 to $40,000 depending on service and scope; specific program fees detailed below.
8888 E. Raintree Drive, Suite 110
Scottsdale, AZ 85260
Arizona · Texas
Dew Wealth Management
2018 - Present (8 years)
Bryce Keffeler
2017 - 2021 (4 years)
Seros Financial LLC
2017 - 2018 (1 year)
Pinnacle Financial Advisors
2017 - 2018 (1 year)
Pinnacle Achievement Group, LLC DBA Pinnacle Financial Advisors
2017 - 2018 (1 year)
Intel Corp
2014 - 2017 (3 years)
Keffeler Inc
2012 - Present (14 years)
BAKK Investment LLC
2012 - Present (14 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
CFP®, Series 63, Series 66
Scottsdale, AZ
Echelon Private Wealth LLC
Series 65
Phoenix, AZ
Betts LLC
CFP®, Series 63
Scottsdale, AZ
Musser Financial Planning, LLC
Series 63, Series 65
Phoenix, AZ
FMT Investment Advisory
Series 63, Series 65
Scottsdale, AZ
Karpinski Financial, LLC
Series 65
Scottsdale, AZ
DeGreen Private Wealth, LLC
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