Denny Stoddard
Denny Stoddard is a registered investment advisor at Bridgeway Wealth Management, LLC, based in Queen Creek, AZ, with 35 years of industry experience. Denny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 256 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bridgeway Wealth Management offers investment management services for an annual fee based on the amount of your portfolio. This fee ranges from 0.50% to 1.50% per year, depending on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is charged quarterly, in advance, based on the market value of your portfolio on the last day of the previous quarter. Clients participating in Raymond James wrap programs will pay fees to Raymond James that encompass fees paid to Bridgeway Wealth Management and Raymond James.
Location
Queen Creek, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Bridgeway Wealth Management, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Hennings Stoddard, INC.
Raymond James Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
Aegon USA Securities INC.Broker
Brenton Brokerage Services, INC.Broker
Piper Jaffray INC.Broker
Kingland Capital CorporationBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.