Advisor at Preston Wealth 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.
Location
Reston, VA 20190
Credentials
Series 63, Series 65
Industry experience
25 years
Theodore Doremus is a financial advisor at Preston Wealth Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Preston Wealth Advisors since 2012. Outside of his advisory work, he is a minority equity investor in two companies involved in flipping foreclosed residential real estate in Arlington, VA. Preston Wealth Advisors provides discretionary and non-discretionary investment advice and financial planning to individuals, families, plan fiduciaries, and related entities. The firm combines active and passive portfolio management using model-driven strategies and serves as adviser and general-partner affiliate to private funds focused on companies with significant revenue from U.S. government contracts.
Based on Preston Wealth Advisors, LLC.
Based on Preston Wealth Advisors, LLC.
$0 - $500,000: 1.60% annually $500,000 - $2,000,000: 1.40% annually $2,000,000 - $5,000,000: 1.25% annually $5,000,000+: 1.00% annually
Financial planning services: hourly rates with minimum fee generally $500
20% performance-based fee for qualified clients in private funds (GovCon Fund LP and Fund II) after preferred return and capital return
Account minimum: $500,000 Minimum fee: Minimum account size generally $500,000 per household for Separate Accounts; minimum fee for financial planning services generally $500 hourly
1886 Metro Center Drive, Suite 620
Reston, VA 20190
District of Columbia · Florida · Louisiana · Maryland · Pennsylvania · Texas · Virginia
Preston Wealth Advisors LLC
2012 - Present (14 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
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.
CFP®, Series 65
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Kartik Patel is a financial advisor at Simplify Investments with eight years of industry experience and holds a Series 65 designation. He also serves as president of Data Express Inc., an information technology consulting firm where he provides business analysis and strategic advice to clients, including those in the financial sector. Prior to founding Data Express, he worked at Tech Karma Inc. for six years. Simplify Investments is an independent, fee-only registered investment adviser serving private individuals, families, and small businesses. The firm employs a fundamentally driven, value-oriented investment approach focused on U.S.-traded stocks, ETFs, and bonds, maintaining a concentrated portfolio and making limited quarterly changes.
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David N. Hainsworth, C.P.A., P.C.
David Hainsworth is the sole advisor at David N. Hainsworth, C.P.A., P.C. in Fairfax, VA, with 9 years of industry experience and credentials including CFP® and Series 63. He has been operating his firm since 1989, which functions as both a CPA practice and an independent advisory firm. The firm provides portfolio management and financial planning services to individuals, corporations, and pension or profit-sharing plans, employing modern portfolio theory and a long-term trading approach. It combines CPA services with investment advice and works with third-party managers while offering non-discretionary advice and documented investment policies.
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