Advisor at Bona Fide Finance
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.
Dorian Antesic is a financial advisor at Bona Fide Finance with a Series 65 designation and three years of industry experience. He is the founder of Antesic Family Wealth, where he works as a finance analyst. Prior to his advisory role, he held positions at Magni Tax Experts and Sovereign Man. Bona Fide Finance provides financial planning and advisory services primarily to individual clients, including both non-high-net-worth and high-net-worth individuals, and offers retirement plan consulting for employer plan sponsors. The firm emphasizes integrated planning and investment advisory services using passive strategies and third-party managers.
Based on Bona Fide Finance
Financial Planning fixed fees: $550 for 'Ask Me Anything' session; $5,500 for Comprehensive Review (paid in three installments); Educational Seminars flat fees up to $5,000 per engagement or annual fees up to $25,000
All Plan Assets+: 0.35%
Financial Planning hourly rate: $275 per hour
Ongoing Comprehensive Planning monthly fees starting at $350, billed monthly in arrears
Minimum fee: Retirement Plan Consulting minimum annual fee: $2,500 Fee-only: Fee-only compensation; no commissions or sales-related compensation received.
Mandan, ND
California · North Dakota · Texas
Magni Tax Experts
2023 - Present (3 years)
Bona Fide Finance
2023 - Present (3 years)
Antesic Family Wealth
2021 - Present (5 years)
Sovereign Man
2021 - 2023 (2 years)
UNEMPLOYED
2021 - 2021 (1 year)
Saifedean Ammous
2021 - 2024 (3 years)
University of Rijeka
2016 - 2021 (5 years)
High School
2012 - 2016 (4 years)
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Insurance agent
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Bank
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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
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65, Series 66
Bismarck, ND
Dakota Wealth Advisors LLC
CFP®, Series 63, Series 65
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Fleischer & Johnson Wealth Management, Inc.
CFP®, Series 66
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Capital City Wealth Management, Inc.
CFP®, Series 66
Mandan, ND
Bona Fide Finance
Series 63, Series 65
Bismarck, ND
Triton Investments, LLC
Series 63, Series 65
Bismarck, ND
WNNW Wealth
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