James Dew
Advisor at Dew Wealth Management
Updated today
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
Dew Wealth Management
Location
Scottsdale, AZ 85260
Credentials
CFP®, ChFC®, Series 63, Series 65
Industry experience
22 years
About
James Dew is a CFP® and ChFC® with 22 years of industry experience, serving as an advisor at Dew Wealth Management since 1999. He holds Series 63 and Series 65 licenses and acts as an independent trustee for trusts unrelated to his advisory clients. Additionally, he is an author of educational books on investing and financial planning, with ongoing royalty income from prior works. Dew Wealth Management provides investment management, financial planning, and coordinated family office services to individuals, high net worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory programs and frequently collaborates with clients’ other professionals while managing assets through both discretionary and non-discretionary approaches.
Client services
Based on Dew Wealth Management
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Based on Dew Wealth Management
Business ownership considerations
Entity structure planning (LLC, S-Corp)
Tax strategies for small businesses
Business exit / sale strategy
Fee options
Family Office Assessment: $40,000 or $25,000 (discounted); FFO Essentials: $15,000; Wealth Builder: $24,000 ($2,000/month); Wealth Accelerator: $6,000/month; Virtual Family Office: $12,000/month; Maintenance Mode: $1,000/month; Educational workshops: $2,000 fixed fee.
Fee-only: Fixed fees ranging from $1,000 to $40,000 depending on service and scope; specific program fees detailed below.
Location
8888 E. Raintree Drive, Suite 110
Scottsdale, AZ 85260
Most active in
James D has reported serving >5 clients in these states in the last 12 months.
Arizona · Texas
Work history
Dew Wealth Management
1999 - Present (27 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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CFP®, Series 63, Series 66
Scottsdale, AZ
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Series 65
Phoenix, AZ
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CFP®, Series 63
Scottsdale, AZ
Musser Financial Planning, LLC
Nicholas G
Series 63, Series 65
Phoenix, AZ
FMT Investment Advisory
Joel K
Series 63, Series 65
Scottsdale, AZ
Karpinski Financial, LLC
Sam D
Series 65
Scottsdale, AZ
DeGreen Private Wealth, LLC
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