Advisor at Wise World Investment Planning
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Firm
Wise World Investment Planning
Location
Chandler, AZ 85225-7534
Credentials
Series 63, Series 65
Industry experience
31 years
Keith Dorson is a financial advisor with LPL Financial in Chandler, AZ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Wise World Investment Planning since 2020, LPL Financial since 2019, and SagePoint Financial from 2009 to 2019. Outside of his advisory work, he serves as a notary and is involved with several non-investment-related business entities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines advisory operations with non-advisory product offerings such as insurance and credit services.
Based on Wise World Investment Planning
Fixed fees for initial financial plan ($795-$1,995), estate planning ($600), consulting ($1,500-$4,500)
Advisors may receive commissions as insurance agents for insurance product sales
Financial planning hourly rate $350 per hour, may be increased depending on complexity
Fee-only: Fixed fees for financial planning from $795 to $1,995 (most often $1,975), annual plan updates $475 to $1,500, fixed fee for estate planning $600, consulting fixed fees $1,500 to $4,500, hourly fee $350 per hour with bulk discounted rates
575 W Chandler Blvd, Suite 220
Chandler, AZ 85225-7534
Arizona · Texas
Wise World Investment Planning
2020 - Present (6 years)
LPL FInancial, LLC
2019 - Present (7 years)
SagePoint Financial, Inc
2009 - 2019 (10 years)
Win Win Investment Planning, LLC
1996 - Present (30 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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Woodmont Financial Partners LLC
I’m Paulo Lopes, an environmental attorney turned CERTIFIED FINANCIAL PLANNER® professional and the founder of Woodmont Financial Partners. Most people I work with are DIY investors, high earners, and business owners who want a clear plan and an objective second set of eyes, without commissions or an asset-based fee. You should not have to hand over your investments to get good advice. My work is tax-aware and practical. We focus on the decisions that move the needle, including multi-year tax planning, withholding and estimated tax planning, Roth conversion strategy, retirement and Social Security planning, and estate planning coordination (beneficiaries, trusts, and POAs, plus the questions to take to your attorney). On the investment side, I help clients build a long-term allocation, improve tax efficiency, and set a rebalancing approach they can actually follow. I also help clients think through small business and real estate decisions where taxes and cash flow matter. We start with a short intro call. If we decide to work together, I will outline the scope, deliverables, and the next step in plain English. Meetings are virtual, with in-person options when it makes sense. I’m based in Arizona and work with clients nationwide.
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