Cristie Dasher
Advisor at UL Wealth LLC
Updated today
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.
Fee options
Financial planning fixed fees range from $1,000 to $12,000, negotiable; consulting fixed fees from $1,000 to $75,000, negotiable
$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.75% $10,000,000 - $25,000,000: 0.50% $25,000,000+: 0.40%
$150 to $350 per hour for financial consulting services, negotiable
Account minimum: No minimum stated; however, firm may terminate accounts considered too small to manage effectively
Work history
UL Wealth LLC
2025 - Present (1 year)
UnEmployed
2025 - 2025 (1 year)
Prime Properties Services LLC
2017 - 2025 (8 years)
Valwood School
2015 - 2017 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
John E
Series 66
Valdosta, GA
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Series 66
Valdosta, GA
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Series 63, Series 65, Series 66
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Crystal R
ChFC®, Series 66
Valdosta, GA
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Samuel H
PFS™
Valdosta, GA
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Thomas W
Series 65
Valdosta, GA
UL Wealth LLC
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