Advisor at Walden Financial
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
Walden Financial
Location
Granville, OH 43023
Credentials
Series 66
Industry experience
12 years
Joshua Dandurand is a financial advisor at Walden Financial with 12 years of industry experience. He holds the Series 66 designation and previously worked at FSC Securities Corporation from 2013 to 2022 before founding Dandurand Financial Partners, LLC. Walden Financial provides investment management, financial planning, retirement consulting, and financial coaching to individual clients, pension plans, charitable organizations, and businesses. The firm combines Modern Portfolio Theory with passive and active strategies, incorporating both fundamental and technical analysis, and offers customizable portfolios including ESG criteria.
Based on Walden Financial
Financial planning fixed fees between $500 and $10,000 for first year clients, and $1,200 to $3,600 annually for ongoing planning.
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.50% $5,000,001+: 0.35%
$250 per hour for financial planning and financial coaching services.
Fee-only: Financial planning fees: $500 - $10,000 first year (fixed fee), $1,200 - $3,600 annually thereafter; hourly financial planning and coaching at $250/hour.
130 N. Prospect St., Suite A
Granville, OH 43023
Ohio
Dandurand Financial Partners, LLC
2022 - Present (4 years)
FSC securities corporation
2013 - 2022 (9 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.
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