Advisor at Athens Impact Socially Responsible Investments
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Firm
Athens Impact Socially Responsible Investments
Location
Athens, OH 45701
Credentials
Series 63, Series 66
Industry experience
12 years
Dawn Wilson is a financial advisor with Athens Impact Socially Responsible Investments in Athens, Ohio. She holds Series 63 and Series 66 licenses and has 12 years of industry experience. Her prior work includes roles at Cambridge Investment Research, Lincoln Financial Securities Corporation, and Edward Jones. Athens Impact Socially Responsible Investments serves individual clients, employer-sponsored retirement plans, and nonprofit or pooled-vehicle clients, providing investment management, financial planning, and employee benefit plan consulting. The firm emphasizes socially responsible investing through ESG-focused portfolio screening and offers investor education programs including seminars and financial coaching.
Based on Athens Impact Socially Responsible Investments
Based on Athens Impact Socially Responsible Investments
Project-Based Financial Planning fixed fee ranges from $250 to $5,000; Comprehensive Financial Planning upfront fee $1,500 plus balance to total $3,500; Educational Seminars fees vary up to $900 per seminar.
$0 - $100,000: 1.35% $100,001 - $250,000: 1.25% $250,001 - $500,000: 1.15% $500,001 - $1,000,000: 1.05% $1,000,001 - $2,000,000: 0.95% $2,000,001 - $5,000,000: 0.85% $5,000,000+: 0.75%
$250 per hour for additional financial planning work; $1250 per hour for ongoing financial coaching; project-based planning billed at $250/hour.
Fee-only: Project-Based Financial Planning fixed fee ranges from $250 to $5,000 based on complexity, typically at $250/hour; Comprehensive Financial Planning total cost $3,500 (upfront $1,500) with additional hourly fees $250/hour if complex; Ongoing Financial Coaching $1250 per hour; Educational Seminars fees range from free to $900 per seminar or $180 per participant per hour; Customized Institutional Education Program fees up to $1,250.
264 East State Street
Athens, OH 45701
Ohio
Athens Impact LLC
2020 - Present (6 years)
Cambridge Investment Research, Inc. (DBA Athens Impact LLC)
2017 - 2020 (3 years)
Lincoln Financial Securities Corporation
2016 - 2017 (1 year)
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