Jason Dallmann is a registered investment advisor at Wealthstar Advisors, LLC, based in Plano, TX, with 22 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 712 clients with $790M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is for annuity and 401(k) plan participant advisory services. Fees are negotiable.
Fee Estimator
Location
305B W Spring Creek Parkway, Suite 400, Plano, TX, 75023
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2007Other Business Activities
Jason is associated with Independent Financial Partners as a registered investment advisor, dedicating about half of his time. He is also associated with Wealthstar Advisors.
Employment History
Current Registrations
Wealthstar Advisors, LLC
Previous Registrations
Independent Financial Partners
Peregrine Diversified Investment Services CORP.
Northwestern Mutual Investment Services,llc
Ameriprise Financial Services, INC.
American Express Financial Advisors, INC.
State Registrations2 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.