DC
CFP
DC
CFP

Dominic Amato Cellitti

10 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
1,203 clients
Average Client Portfolio
$4.0M average
Assets Under Management
$4.8B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10M+0.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

999 Third Ave Ste 2800, Seattle, WA, 98104

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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 Activities

Dominic receives passive income from a rental property through Cellitti Capital LLC since 2017. He spends about 10-20% of his time on decision making for the continuity of the business.

Employment History
Current Registrations
Moss Adams Wealth Advisors LLC
March 2023 - Present · 2 yrs 11 mos
Previous Registrations
Charles Schwab & CO., INC.
April 2015 - December 2021 · 6 yrs 8 mos
Charles Schwab & CO., INC.Broker
March 2014 - December 2021 · 7 yrs 9 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.