Advisor at Wealth Advisors Group
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
Wealth Advisors Group
Location
Fort Wayne, IN 46845
Credentials
CFP®, Series 63, Series 65
Industry experience
25 years
Joseph Dewald is a CFP® professional with 25 years of experience in the financial industry. He has been with Wealth Advisors Group since 2000 and previously worked with LPL Financial LLC for 17 years. Outside of his advisory role, he is involved with a general agency for insurance business and maintains a real estate rental activity related to a professional office building. Wealth Advisors Group serves individuals, high-net-worth clients, small business owners, physicians, retirees, foundations, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, emphasizing dynamic risk management and tactical asset allocation using mutual funds, ETFs, and individual equities.
Based on Wealth Advisors Group
Based on Wealth Advisors Group
Based on Wealth Advisors Group
Flat fixed rate for financial planning and consulting services (amount varies)
$100,000 - $499,999: 1.50% per year $500,000 - $749,999: 1.25% per year $750,000 - $1,249,999: 1.10% per year $1,250,000 - $3,999,999: 1.00% per year $4,000,000 - $6,999,999: 0.80% per year $7,000,000 - $14,999,999: 0.75% per year $15,000,000+: Negotiable
$200.00 per hour for financial planning and consulting services
Account minimum: $100,000 Fee-only: Financial planning and consulting services at $200.00 per hour or a flat fixed rate
12726 Coldwater Rd
Fort Wayne, IN 46845
Indiana · Texas
Wealth Advisors Group
2000 - Present (26 years)
LPL Financial
2000 - 2017 (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
CFP®, Series 63
Fort Wayne, IN
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CFP®, Series 63, Series 65
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Krouse Stureman & Associates, Inc.
CFP®, Series 66
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Gilbert Wealth
CFP®, Series 63, Series 65
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Bassett Financial Advisors
CFP®, Series 63, Series 66
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Wise Wealth Management
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