Advisor at Contemporary Planning Alternatives
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Firm
Contemporary Planning Alternatives
Location
Camarillo, CA
Credentials
Series 63
Industry experience
2 years
Richard Dean is a financial advisor at Contemporary Planning Alternatives in Camarillo, CA, holding a Series 63 designation with two years of industry experience. He has been the sole proprietor of Contemporary Planning Alternatives since 1996 and is also affiliated with Secure Benefits Group Inc since 1994. Contemporary Planning Alternatives provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation framework with a core-and-satellite approach and manages client portfolios on a discretionary basis with periodic reviews.
Based on Contemporary Planning Alternatives
Retainer Agreement: $10,000 annually (fixed fee, not negotiable)
$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.75% $1,000,000 - $4,000,000: 0.50% $4,000,000+: 0.35%
$175 per hour for follow-on implementation work
Account minimum: $250,000 preferred Minimum fee: $1,500 minimum fee for financial planning (hourly engagement) Fee-only: Fee-only financial planning and investment management services
Camarillo, CA
California
Contemporary Planning Alternatives
1996 - Present (30 years)
Secure Benefits Group Inc
1994 - Present (32 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
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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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