Wealth Plus of the Dakotas, Inc. logo

Wealth Plus of the Dakotas, Inc.

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Client assets under management

$24,292,254

More info

Clients

128

0% high-net-worth

Advisors

3

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

43

Typical

Average account size

$189,783

About

Wealth Plus of the Dakotas provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, and offers ERISA 3(21) retirement-plan advisory services. The firm delivers both portfolio management and standalone financial planning, and it arranges placements with third‑party money managers when appropriate.

The firm’s investment process relies on modern portfolio theory and technical/chart analysis to tailor asset allocation and security selection to each client’s objectives, time horizon, and risk tolerance. As disclosed in its brochure, Wealth Plus manages both discretionary and non‑discretionary accounts and reported approximately $24.3 million in discretionary assets and $55.0 million in non‑discretionary assets as of December 31, 2025; it also acts as a solicitor and liaison for third‑party and sub‑advisors.

A distinguishing feature is the extent of personnel affiliations outside the advisory firm: several representatives operate separate tax or accounting businesses, hold insurance licenses and agency affiliations, and have relationships with other advisory entities or broker‑dealer activity in their histories; these arrangements and the receipt of solicitor or commission compensation are disclosed in the brochure. The combination of substantial non‑discretionary AUM, routine use of solicitor/sub‑advisor arrangements, and staff who provide tax or insurance services through separate businesses is less common among similarly structured supported firms.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning Retirement income strategy Income planning General tax planning Wealth management

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Fee options

Fixed

Fixed fees ranging from $750 to $7,500 for ERISA plan financial planning services

Percentage

$0 - $100,000: 0.95% annually $100,001 - $250,000: 0.75% annually $250,001 - $500,000: 0.55% annually $500,001 - $1,000,000: 0.35% annually $1,000,001+: 0.25% annually

Commissions

Separate commissions for insurance products sold by licensed representatives

Project-based

Financial planning hourly rate of $150 per hour

Other

Account minimum: $25,000 Fee-only: Financial planning hourly fee of $150 per hour; fixed fees between $750 and $7,500 for ERISA plan financial planning

Main office location

Wealth Plus of the Dakotas, Inc.

405 8 Th Ave. Nw, Suite 208

Aberdeen SD 57401, United States

Number of offices

3

Most active in

More info

North Dakota · South Dakota

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 605-622-7801

Advisors at this firm

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user avatar

Adnan A

Series 63, Series 65

New Rockford, ND

Wealth Plus of the Dakotas, Inc.

Adnan Aldayel is a financial advisor with Wealth Plus of the Dakotas, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at multiple firms, including Capital Financial Services, Inc. and SECURITIES AMERICA, inc., and has owned Aldayel Financial Services, LLC since 2012. Outside of advisory work, he is the owner and president of Dakota Halal, Inc., a specialty meat processing and marketing business, and also owns businesses in thermal imaging testing and tax preparation. Wealth Plus of the Dakotas is a fee-based investment adviser serving individual clients and retirement plans, offering portfolio management and financial planning services. The firm employs modern portfolio theory and technical analysis within a process that includes documented client objectives, ongoing monitoring, and coordination with third-party money managers.

General retirement planning Retirement income strategy Income planning General tax planning Wealth management
user avatar

Lloyd H

Series 65, Series 66

Aberdeen, SD

Wealth Plus of the Dakotas, Inc.

Lloyd Hodgin is a financial advisor with Wealth Plus of the Dakotas, Inc., holding Series 65 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Wealth Plus of the Dakotas since 2016 and previously at firms including Saxony Securities and Capital Financial Services. Outside of investment advising, he is vice president and part owner of Premier Tax and Bookkeeping, which provides tax preparation and bookkeeping services. Wealth Plus of the Dakotas is a fee-based investment adviser serving individual clients and retirement plans, offering portfolio management and financial planning with a focus on modern portfolio theory and technical analysis. The firm provides both discretionary and non-discretionary asset management and acts as a liaison with third-party money managers.

General retirement planning Retirement income strategy Income planning General tax planning Wealth management
user avatar

Trevor B

Series 65

Aberdeen, SD

Wealth Plus of the Dakotas, Inc.

Trevor Begeman is a financial advisor at Wealth Plus of the Dakotas, Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked at Optimized Investments LLC and Mutual of Omaha Insurance Company. In addition to his advisory role, he is involved in tax and accounting services through Premier Tax Service, Inc. Wealth Plus of the Dakotas is a fee-based investment adviser serving individual clients and retirement plans, offering portfolio management and financial planning services. The firm employs modern portfolio theory and technical analysis, providing both discretionary and non-discretionary asset management with ongoing portfolio monitoring.

General retirement planning Retirement income strategy Income planning General tax planning Wealth management
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