DO
CFP
DO
CFP

Denton Olde

31 Years of Experience
Sammamish, WA
Sells Insurance

Denton Olde is a CFP-designated registered investment advisor at Olde Wealth Management, LLC, based in Sammamish, WA, with 31 years of industry experience. Denton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 315 clients with $380M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
315 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$376.9M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $700K1.00%
$700K - $2.0M0.70%
$2M+0.50%

Advisory fees may be negotiable, and existing clients may be on a different fee schedule. In no case does any client pay Advisory Fees more than 1.00% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Sammamish, WA

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Denton sells fixed insurance products, including life, disability, annuities, and long-term care, as an insurance agent. He also works full-time as a financial advisor for Olde Wealth Management and Financial Network Wealth Management, LLC, providing financial planning and asset management services.

Employment History
Current Registrations
Olde Wealth Management, LLC
July 2020 - Present · 5 yrs 9 mos
Previous Registrations
Cetera Advisor Networks LLC
July 2014 - May 2021 · 6 yrs 10 mos
Cetera Advisor Networks LLCBroker
July 2014 - May 2021 · 6 yrs 10 mos
Cetera Advisors LLC
January 2014 - July 2014 · 6 mos
Cetera Advisors LLCBroker
January 2014 - July 2014 · 6 mos
Charles Schwab & CO., INC.
January 2013 - January 2014 · 1 yr
Charles Schwab & CO., INC.Broker
December 2012 - January 2014 · 1 yr 1 mo
Strategic Advisers, INC.
July 2002 - November 2012 · 10 yrs 4 mos
Fidelity Brokerage Services LLCBroker
December 2000 - November 2012 · 11 yrs 11 mos
National Financial Services LLCBroker
October 1999 - December 2000 · 1 yr 2 mos
Fidelity Brokerage Services, INC.Broker
March 1997 - October 1999 · 2 yrs 7 mos
Invesco Funds Group, INC.Broker
March 1996 - February 1997 · 11 mos
Allmerica Investments, INC.Broker
November 1991 - December 1993 · 2 yrs 1 mo
State Registrations3 states
AZTXWA
Advisor

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.

Exams
No exam information available for this advisor.
Denton Olde - Financial Advisor | TrueAdvisor