Carlton Dewey
Resonant Capital Advisors · Madison, Wisconsin
Carlton Dewey is a fee-only financial advisor at Resonant Capital Advisors in Madison, Wisconsin. Resonant Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Multi-generational families
Facts
| Firm | Resonant Capital Advisors |
|---|---|
| Based in | Madison, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.96B across 2,816 accounts |
| SEC registration | Investment adviser representative in TX, WI · CRD 7900371 |
| Exams passed | Series 65 (2024) |
| Firm size | 25 employees |
| Disclosures | None reported |
| Website | www.resonantcapital.com |
How Carlton's firm compares
- Resonant Capital Advisors's average account is about $1.0 million, from its Form ADV (assets managed divided by 2,816 accounts).
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Questions about Carlton
Is Carlton Dewey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carlton holds no broker registration, and Resonant Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Carlton charge for financial advice?
Carlton's firm, Resonant Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Carlton Dewey based?
Carlton Dewey is based in Madison, Wisconsin.
Is Carlton Dewey registered with the SEC?
Yes. Carlton Dewey is registered as an investment adviser representative in TX and WI (CRD 7900371), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Resonant Capital Advisors manage?
Resonant Capital Advisors reports $2.96B across 2,816 accounts in assets under management.
How do I contact Carlton Dewey?
Through Carlton's website, www.resonantcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Resonant Capital Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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