Mabery Consulting, LLC
Firm details
- Headquarters
- ,
- CRD number
- 311780
- Website
- www.maberyconsulting.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Mabery Consulting, LLC is an independent, individually owned registered investment adviser that serves individuals and families. The firm offers financial planning, portfolio management for individuals and small businesses, and runs educational seminars and workshops. Its billing mixes asset-based fees with hourly and fixed-fee engagements, allowing flexibility for planning-only or advisory relationships. Mabery does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities84%
- Public Funds/Mutual Funds13%
- US Government Bonds2%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Dawn Mabery Chestnut
CEO & CCOCRD 7048922
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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