Advisor at Mabery Consulting, 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.
Location
Washington, DC
Credentials
CFP®, ChFC®, Series 65
Industry experience
6 years
Dawn Mabery Chestnut is a CFP® and ChFC® with six years of industry experience. She is the principal of Mabery Consulting, LLC, an independent advisory firm based in Washington, DC. Prior to founding Mabery Consulting, she worked at District Capital Management and Jubilee Housing. Dawn also serves as an adjunct professor of financial planning at Howard University. Mabery Consulting serves individual clients, charitable organizations, and businesses by providing investment management and a range of financial planning services. The firm follows a primarily passive investment approach using index mutual funds and ETFs, and it emphasizes educational initiatives through seminars and academic teaching.
Based on Mabery Consulting, LLC
Based on Mabery Consulting, LLC
Project-based financial planning: $4,500 to $5,500; Mini Financial Planning Session: $1,000 per issue for single individual, $2,000 for couple; initial fee of up to $500 included in comprehensive planning; cancellation fee $100.
$0 - $99,999: Flat $1,000 annually $100,000+: 1% annually
Financial planning hourly fee of $250 per hour with a $500 minimum
Minimum fee: Flat $1,000 annually for accounts below $100,000 Fee-only: Investment management fees based on assets under management; financial planning fees are fixed or hourly; no commissions accepted.
Washington, DC
District of Columbia · Maryland
Jubilee Housing
2021 - 2021 (1 year)
Mabery Consulting
2021 - Present (5 years)
District Capital Management
2018 - 2020 (2 years)
Mabery Consulting
2011 - 2021 (10 years)
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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.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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