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Dennis Pascarella

Advisor at RedHawk Wealth Advisors, Inc.

Updated today
RedHawk Wealth Advisors, Inc. logo

Firm

RedHawk Wealth Advisors, Inc.

Location

Kingston Springs, TN

Credentials

ChFC®, Series 63, Series 65

Industry experience

38 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Financial planning fees typically range from $250 to $2,500 per engagement, flat fee due upon execution

Percentage

$0 - $5,000: $50 flat annual fee $1,000 - $100,000 (varies by account type and portfolio): Fees vary based on size, complexity, activity, up to a maximum of 1.75% annually $250,000+: Minimum account size for Standard Captive Insurance Company Accounts and ET Group Captive Insurance Company Accounts $10,000+: Technology fee tier: $5/month per account for balances $10,000 or more Below $10,000+: Technology fee tier: $2.50/month per account for balances below $10,000

Other

Account minimum: $1,000 to $100,000 depending on account type and portfolio, with exceptions at advisor's discretion Minimum fee: Flat annual fee of $50 for Starter Accounts with less than $5,000 in assets Fee-only: Financial planning fees on flat rate basis ranging from $250 to $2,500 per engagement

Work history

Redhawk Wealth Advisors, Inc.

2018 - Present (8 years)

Cambridge Investment Research Advisors, Inc.

2016 - 2018 (2 years)

Cambridge Investment Research, Inc.

2016 - 2018 (2 years)

Proequities Inc

2013 - 2016 (3 years)

Futurity First

2012 - 2016 (4 years)

The Financial Legacy Group

2002 - Present (24 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Tim K

CFP®

Franklin, TN

Nashville Financial Planning

Tim brings over 15 years of industry experience. He graduated from Miami University with a Finance Degree from the Business Honors Program. He spent most of his first 9 years in the industry directly supporting individuals as a financial advisor with Fidelity Investments where he grew his practice to over $500 million. He transitioned to Charles Schwab where he spent the last few years leading a team of advisors where he was responsible for the retail branches for most of Tennessee. He helped grow his team from 17 to over 30 representatives with responsibility for over 80,000 families and households. Tim has always been interested in the FIRE movement (Financial Independence/Retire Early). However, as he reached the mid-point of his career he decided that he really enjoys working, helping people achieve their goals, and that he could have the most valuable impact working with a small group of people. He left Charles Schwab to found Nashville Finacial Planning in August of 2023 as it would be the perfect time to bring his 15+ years of experience to helping people for the next 15-20 years. Given his experience at two of the largest firms in the industry he has seen how much money people can pay in fees, and how a lot of advisors are incentivized to continue growing while neglecting a portion of their clients. Nashville Financial Planning was not only founded to help solve these two challenges (fixed fee and limited client base), but the true independent model gives a lot more flexibility to help people in areas of their financial life where they need it most in an unbiased way.

Gen Y/Millennials (Born 1980-1995) Work/Life Balance

Brent D

Series 63, Series 66

Franklin, TN

Fidelity

Brent Davenport is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. He has been with Fidelity Investments since 2010, progressing through roles including Investment Consultant, Retirement Relationship Manager, and working in Retirement Solutions. His career has been focused on financial consulting and retirement planning within the company. Brent's professional approach is centered around his clients' financial goals, emphasizing a process and set of business beliefs aligned with client objectives. His experience spans various aspects of financial advising, particularly in retirement solutions and investment consulting.

Wealth management General retirement planning Financial Professional

Isaac S

CFP®, Series 63, Series 66

Franklin, TN

Fidelity

Isaac Stoneking is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2010. He has been with Fidelity Investments since 2007, progressing through various roles including Financial Representative, Investor Representative Phones, Investor Center Financial Representative, Private Client Specialist, and Investments Representative before becoming Vice President. Isaac draws on his experience and commitment to service, which began during his time in the Navy, to guide clients in their financial planning. He aims to be the primary, trusted advisor for his clients' wealth planning needs. Outside of his professional work, Isaac enjoys boating, fishing, fitness, and spending time at the lake.

Wealth management Military & Veterans

Robert A

Series 63, Series 66

Franklin, TN

Fidelity

Scott Adams is a Market Leader at Fidelity Investments, where he leads a team of financial professionals dedicated to developing financial plans tailored to clients' needs and goals. He has been with Fidelity Investments since 1997, progressing through various roles including Account Associate, Project Manager, Financial Representative, Financial Consultant, Assistant Branch Manager, Branch Office Manager, Senior Branch Office Manager, and Market Leader. His extensive experience at Fidelity Investments spans over two decades, demonstrating a commitment to client service and leadership within the financial industry. Specific areas of expertise and educational background were not provided.

General retirement planning Wealth management Cash flow / budgeting Financial Professional

Misty G

Series 66

Franklin, TN

Fidelity

Misty Grant is Vice President and Branch Leader at Fidelity Investments, a role she has held since 2023. In this position, she leads a team of financial professionals who work with families to help them achieve their financial goals through customized planning and ongoing support. She has been with Fidelity Investments since 2020, previously serving as Assistant Branch Leader from 2022 to 2023 and as a Financial Consultant from 2020 to 2022. Prior to joining Fidelity, Misty worked as a Financial Advisor at LPL Financial LLC from 2018 to 2019.

Wealth management Financial Professional

Alec S

CFP®, Series 66

Franklin, TN

Fidelity

Alec Sessing is a Financial Consultant at Fidelity Investments, a position he has held since 2022. In this role, he focuses on helping clients align their financial strategies with their personal priorities, employing a disciplined and clear approach grounded in attentive listening. Alec aims to make the financial planning process efficient and accessible, whether clients are delegating tasks or navigating complex decisions. Prior to his current role, Alec worked as a Private Client Banker at JPMorgan Chase Bank N.A. from 2019 to 2022, and as a Financial Advisor at Midwestern Securities Trading Company from 2018 to 2019. These positions have contributed to his experience in financial advising and client service. Outside of his professional work, Alec enjoys activities such as camping, attending concerts, hiking, playing musical instruments, and spending time with pets.

General retirement planning Wealth management
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