Phillip Dyer is a CFP-designated registered investment advisor at Dyer Financial Advisory, based in Towson, MD, with 25 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 13 clients with $23M 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 $1.0M | 0.80% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Minimum quarterly fee of $300.
Fee Estimator
Location
100 West Road, Suite 300, Towson, MD, 21204
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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.
Learn about disclosures →Other Business Activities
Phillip is the principal and strategic business consultant for Victory Success System, LLC DBA Broughton Advisory Group since 2011. This activity is not investment-related and may involve about 10-20% of Phillip's time.
Employment History
Current Registrations
Dyer Financial Advisory
Previous Registrations
Wealth Management Services LLC
State Registrations4 states
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