Dorian Antesic
Advisor at Bona Fide Finance — Mandan, ND
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
1 year
Location
Mandan, ND
Bona Fide Finance
Supported
Total advisors
2Clients per advisor
26 LowAvg AUM per client
$307,906 Very LowHNW client ratio
16% LowDorian Antesic is a financial advisor at Bona Fide Finance with a Series 65 designation and one year of industry experience. He has worked in finance-related roles since 2016, including founding Antesic Family Wealth and positions at Magni Tax Experts and Sovereign Man. Bona Fide Finance serves primarily individual clients, including some high-net-worth households, providing comprehensive financial planning, subscription-based ongoing planning, investment advisory, and retirement plan consulting. The firm employs passive, asset-allocation-based strategies alongside discretionary portfolio management and integrates cash flow, tax, college, retirement, and student-loan considerations in its planning.
Based on Bona Fide Finance
Financial Planning fixed fees: $550 for 'Ask Me Anything' session; $5,500 for Comprehensive Review (paid in three installments); Educational Seminars flat fees up to $5,000 per engagement or annual fees up to $25,000
All Plan Assets+: 0.35%
Financial Planning hourly rate: $275 per hour
Ongoing Comprehensive Planning monthly fees starting at $350, billed monthly in arrears
Minimum fee: Retirement Plan Consulting minimum annual fee: $2,500 Fee-only: Fee-only compensation; no commissions or sales-related compensation received.
Mandan, ND
Mandan ND
Advisors at this office
2
California · North Dakota · Texas
1 year of industry experience
Bona Fide Finance
2023 - Present • 3 years
Mandan, ND
Magni Tax Experts
2023 - Present • 3 years
Madan, ND
Antesic Family Wealth
2021 - Present • 5 years
Rab, Primorsko-Goranska
Sovereign Man
2021 - 2023 • 2 years
Santiago
unemployed
2021 - 2021 • 1 year
Rab
Saifedean Ammous
2021 - 2024 • 3 years
Beirut
University of Rijeka
2016 - 2021 • 5 years
Rijeka
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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