Advisor at Dew Wealth Management
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
Pink Hill, NC
Credentials
CFP®, Series 66
Industry experience
3 years
Joshua Russ is a CFP® with three years of industry experience, currently serving as a financial advisor at Dew Wealth Management. His prior experience includes roles at Financial Serenity, LLC, GWN Securities, Inc., and New Directions Financial Group, among others. Outside of traditional advisory work, he previously operated Russ Financial Coaching. 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 to deliver both discretionary and non-discretionary management services.
Based on Dew Wealth Management
Based on Dew Wealth Management
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.
Pink Hill, NC
North Carolina · Texas
Dew Wealth Management
2025 - Present (1 year)
Financial Serenity, LLC
2022 - 2025 (3 years)
GWN Securities, Inc.
2022 - 2022 (1 year)
Russ Financial Coaching
2020 - 2022 (2 years)
New Directions Financial Group
2020 - 2022 (2 years)
Smithfield Foods - Hog Production Division
2018 - 2020 (2 years)
Coastal Connect Health Information Exchange
2017 - 2017 (1 year)
Bridgestone Americas
2016 - 2016 (1 year)
Barton College
2014 - 2017 (3 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.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
