Advisor at Tactical Wealth Partners
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
Tactical Wealth Partners
Location
Southern Pines, NC
Credentials
CFP®
Industry experience
3 years
Danielle Dettenmayer is a CFP® professional with three years of industry experience, currently with Tactical Wealth Partners in Southern Pines, NC. Prior to joining Tactical Wealth Partners in 2022, she worked at Zeiders Enterprises, Inc. for six years and has a background in full-time education. Tactical Wealth Partners serves individual clients and families, focusing primarily on high-earning attorneys at large law firms and their households. The firm employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, emphasizing diversified, low-cost mutual funds and ETFs, tax efficiency, and periodic rebalancing.
Based on Tactical Wealth Partners
Based on Tactical Wealth Partners
Based on Tactical Wealth Partners
Comprehensive financial planning flat fee: $4,800 annually ($400 monthly).
Account minimum: $250,000 Fee-only: Flat financial planning fee of $4,800 per year, typically billed as $400 per month.
Southern Pines, NC
Texas
Tactical Wealth Partners, LLC
2022 - Present (4 years)
Zeiders Enterprises, Inc.
2016 - 2022 (6 years)
Full Time Education
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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.
Series 63, Series 65
Southern Pines, NC
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Kiaros Advisors, LLC
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Granville Wealth Management, Inc.
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Pottle Financial Services, Inc
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Hart Investment Management Inc.
CFP®, Series 63, Series 65
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Dreher Financial Partners
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