Dawn Chestnut is a CFP, ChFC-designated registered investment advisor at Mabery Consulting, LLC, based in Washington, DC, with 6 years of industry experience. Dawn 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 18 clients with $1.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K+ | 1.00% |
For accounts below $100,000, the annual fee is a flat $1,000. Comprehensive financial planning services are included when at least $800,000 of assets are managed by Mabery Consulting.
Fee Estimator
Contact
Dawn Chestnut
Location
Washington, DC
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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.
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Dawn is a public speaker for speaking engagements and financial literacy workshops, and also provides consulting services to organizations. This activity accounts for minimal time during trading hours.
Employment History
Current Registrations
Mabery Consulting, LLC
Previous Registrations
District Capital Management, LLC
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.
Exams
Additional Information
As a way to bring financial empowerment to low-income communities, Mabery Consulting also contracts with a transitional housing facility for single moms to provide basic financial literacy.