Advisor at Tencap Wealth Coaching
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
Tencap Wealth Coaching
Location
Hauula, HI
Credentials
Series 63, Series 65
Industry experience
8 years
Dalton Forsythe is a financial advisor at TenCap Wealth Coaching with Series 63 and Series 65 licenses and eight years of industry experience. He has held roles at MassMutual Life Insurance Company and MML Investors Services, and currently serves as CFO and board member of the Inclusive Sports Foundation, a nonprofit focused on inclusivity in sports for special needs individuals. He is also the Assistant Athletic Director of Name, Image, and Likeness (NIL) at Utah State University. TenCap Wealth Coaching provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and retirement plan sponsors. The firm offers tailored asset management and co-advisory services with third-party managers, operating from multiple offices and maintaining affiliations with other investment advisers and an insurance entity.
Based on Tencap Wealth Coaching
Based on Tencap Wealth Coaching
Financial planning fees up to $10,000, negotiable and based on complexity.
$0 - $500,000: 1.15% $500,000 - $1,000,000: 1.05% $1,000,000 - $4,000,000: 0.75% $4,000,000+: 0.50%
Independent insurance agents affiliated with the firm may earn commissions for insurance products in addition to advisory fees.
Account minimum: $300,000
Hauula, HI
Hawaii · Idaho · Texas · Utah
Utah State University
2025 - Present (1 year)
Inclusive Sports Foundation
2024 - Present (2 years)
TenCap Wealth Coaching, LLC
2024 - Present (2 years)
Sole Proprietor Insurance Agent dba Freedom Ancillary Services
2020 - Present (6 years)
Freedom Financial Coaching, LLC
2019 - 2025 (6 years)
Peak Investment Coaching, LLC
2018 - 2019 (1 year)
Mass Mutual Investors Services
2018 - 2018 (1 year)
Mass Mutual Investors Services
2017 - 2018 (1 year)
MassMutual life Insurance Company
2016 - 2018 (2 years)
FULL-TIME STUDENT
2014 - 2017 (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
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Lawyer
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Is not active or affiliated with:
Broker-dealer / trader
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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
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
Series 63, Series 65
Wahiawa, HI
Aloha Wealthcare Management, LLC
Series 63, Series 65
Mililani, HI
Integrity Alliance, LLC
Series 66
Mililani, HI
Edward Jones
Series 63, Series 65
Mililani, HI
Cetera
Series 63, Series 65
Waialua, HI
LPL Financial
CFP®, Series 66
Mililani, HI
LPL Financial
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