Advisor at Dew Wealth Management
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
Dew Wealth Management
Location
Scottsdale, AZ 85260
Credentials
CFP®, Series 66
Industry experience
5 years
Carter Bennett is a CFP® and holds a Series 66 license with five years of industry experience. He is currently an advisor at Dew Wealth Management in Scottsdale, AZ, and previously worked at The Vanguard Group. Outside of financial advising, he is involved in podcasting as the head film critic for Film Junkie Reviews and participates in a business buying and selling used watches. Dew Wealth Management serves individuals, high net worth clients, pension and profit-sharing plans, and charitable organizations by providing investment management, financial planning, and coordinated family office services. The firm offers a range of advisory programs and works closely with clients’ other professionals while managing both discretionary and non-discretionary assets.
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
No Friends at Dusk, LLC
2022 - Present (4 years)
Dew Wealth Management, LLC
2022 - Present (4 years)
Film Junkie Reviews
2021 - Present (5 years)
The VANGUARD GROUP, INC.
2020 - 2022 (2 years)
The VANGUARD GROUP, INC.
2018 - 2020 (2 years)
Home Depot
2016 - 2016 (1 year)
Grand Canyon University
2015 - 2018 (3 years)
Grand Canyon University
2015 - 2018 (3 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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