Advisor at Cereus Financial Advisors, LLC
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
Cereus Financial Advisors, LLC
Location
Franklin Lakes, NJ 07417
Credentials
CFP®
Industry experience
8 years
Michael Dunne is a CFP® professional with seven years of industry experience. He has been with Cereus Financial Advisors, LLC since 2018 and previously worked at Paloma Partners Management Company from 2001 to 2016. Outside of his advisory role, he serves as Treasurer for the Ramsey Democratic Club, managing the organization’s financial records and contributions. Cereus Financial Advisors provides investment advisory services to individuals, high-net-worth clients, and retirement plans, combining discretionary and non-discretionary portfolio management with financial planning and retirement-plan advisory. The firm employs a mix of passive quantitative models and selected unaffiliated managers, uses third-party decision-support tools including AI applications, and offers a structured college-planning product called “College Money Match.”
Based on Cereus Financial Advisors, LLC
Based on Cereus Financial Advisors, LLC
Financial planning initial fees range from $2,100 to $5,600 depending on client complexity; Renewal fees from $1,050 to $2,800; College planning service $1,500 total fee.
$0 - $250,000: 1.00% $250,000 - $500,000: 0.95% $500,000 - $1,000,000: 0.90% $1,000,000 - $2,000,000: 0.85% $2,000,000 - $3,000,000: 0.80% $3,000,000 - $5,000,000: 0.75% $5,000,000+: 0.65%
Financial planning services hourly rate of $300/hour; Additional college planning coaching sessions at $300/hour.
Fee-only: Investment management fees based on tiered schedule; Financial planning fees; College planning fees; Retirement plan advisory fees.
795 Franklin Avenue, Suite 205, Building B
Franklin Lakes, NJ 07417
New Jersey
Cereus Financial Advisors, LLC
2018 - Present (8 years)
Unemployed
2016 - 2018 (2 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
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Trust company
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Lawyer
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Real estate agent
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Other specialized services
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