DT
CFP
DT
CFP

Dustin S Tenbroeck

20 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
333 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$397.4M

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.50%
$500K - $1000K1.15%
$1.0M - $2.5M0.85%
$2.5M - $5.0M0.75%
$5.0M - $10.0M0.55%
$10M+0.35%

Fees are negotiable.

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

999 Corporate Dr, Suite 100, Ladera Ranch, CA, 92694

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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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Dustin owns Absolute Wealth Advisors, Inc. and is involved in insurance (fixed/life/health/P&C), dedicating nearly full-time hours to it. He is also a managing partner/teacher at Retirement 101 LLC, spending about 10-20% of his time on education/teaching, serves as a successor trustee, and acts as a landlord, dedicating minimal time to each.

Employment History
Current Registrations
Presidio Capital Management, LLC
January 2020 - Present · 6 yrs 1 mo
Previous Registrations
Cetera Investment Advisers LLC
November 2020 - November 2021 · 1 yr
First Allied Advisory Services, INC.
June 2012 - November 2020 · 8 yrs 5 mos
First Allied Securities, INC.Broker
June 2012 - November 2021 · 9 yrs 5 mos
Centara Capital Securities, INC.Broker
April 2008 - June 2012 · 4 yrs 2 mos
Centara Capital Management Group, INC.
April 2008 - June 2012 · 4 yrs 2 mos
AXA Advisors, LLC
April 2006 - May 2008 · 2 yrs 1 mo
AXA Advisors, LLCBroker
September 2005 - May 2008 · 2 yrs 8 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Dustin S Tenbroeck - Financial Advisor | TrueAdvisor