Advisor at Calton & Associates, Inc.
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Firm
Calton & Associates, Inc.
Location
Boise, ID 83709
Credentials
Series 63, Series 65
Industry experience
33 years
Robert Dwonch is a financial advisor with Calton & Associates, Inc. in Boise, ID, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Capital Financial Services, Inc. for 12 years before joining Calton & Associates in 2019. In addition to his advisory role, he is involved in fixed insurance sales through various insurance companies. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm combines commissionable brokerage and insurance products with tailored investment recommendations and multiple program structures, including firm-managed wrap programs and third-party money manager platforms.
Based on Calton & Associates, Inc.
Based on Calton & Associates, Inc.
Financial planning services may be charged a flat fee, negotiable; retirement plan consulting may be charged a flat fee up to $50,000
Up to 2.60% annually (negotiable by client and IAR)
Commission charged on securities and insurance products purchased and sold; separate from advisory fees
Financial planning and retirement plan consulting services may be charged hourly up to $500/hour
Performance-based fees charged for certain clients generally with net worth over $2,200,000 or at least $1,100,000 assets; fixed fee up to 25% of account balance quarterly in advance plus performance fee up to 10% of net increase charged quarterly in arrears
Account minimum: $50,000 Fee-only: Investment advisory fees based on assets under management up to 2.60%, negotiable; financial planning fees charged as flat fee or hourly, negotiable; retirement plan consulting fees charged as flat fee, AUM percentage (up to 1.5%), or hourly (up to $500/hour)
1215 S Maple Grove Road
Boise, ID 83709
Idaho
Calton & Associates, Inc.
2019 - Present (7 years)
Capital Financial Services, Inc.
2007 - 2019 (12 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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.
Verified by Warmer
Series 65
Boise, ID
XYPN Invest
Focused on creating an organization that could provide comprehensive and integrated investment management, financial, tax and estate planning, and business advisory services. Today, Hoeven Wealth has a comprehensive network of partners to ensure continuity and consistency across your financial life. Though originally from the Netherlands, Brennain is nearly a lifelong native of the Northwest. He completed his undergraduate degrees in Accounting and Business Administration at University of Washington and postgraduate in Financial Strategy at University of Oxford, graduating with Distinction.
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Series 63, Series 65
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Series 65
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