Advisor at DayMark Wealth Partners, 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.
Firm
DayMark Wealth Partners, LLC
Location
Ten Mile, TN
Credentials
Series 63, Series 66
Industry experience
23 years
Flat fees range from $1,500 to $10,000 for financial planning and consulting; $750 to $25,000 for Retirement Plan Consulting.
$0+: Up to 1.75% annually for Asset Management service $0+: Up to 2.00% annually for Comprehensive Portfolio Management service $0+: Up to 1.00% annually for Retirement Plan Consulting based on plan assets
Up to $350 per hour for financial planning and consulting services.
Performance-based fees (carried interest) charged by private funds managed as sub-adviser; details per Fund's offering documents.
Account minimum: No minimum for general clients; however, for clients investing in private funds, minimum dollar amounts are imposed by each Fund's documentation and subscription agreements. Fee-only: Financial Planning & Consulting charged on hourly or flat fee basis; hourly fees up to $350/hour; flat fees range from $1,500 to $10,000.
Daymark Wealth Partners, Llc
2025 - Present (1 year)
Morgan Stanley
2020 - 2025 (5 years)
WELLS FARGO CLEARING SERVICES, LLc
2016 - 2020 (4 years)
Wells Fargo Advisors
2011 - 2016 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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 66
Kingston, TN
Edward Jones
CFP®
Decatur, TN
AA Financial Advisors, LLC
Series 65
Ten Mile, TN
Financial & Tax Architects, LLC
CFP®, Series 63
Sweetwater, TN
Cetera
Series 66
Sweetwater, TN
LPL Financial
Series 63, Series 66
Sweetwater, TN
LPL Financial
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