Dunn Financial Advisors offers personalized financial planning and investment management. They help clients with financial goals, cash flow, tax planning, insurance, education funding, retirement, and estate planning. Dunn Financial Advisors is a fee-only firm, meaning they don't sell financial products or receive commissions. They make investment decisions for clients unless the client wants to retain final investment selection.
Assets Under Management$29M
Clients47
Advisors1
Avg. per Client$620K
Avg. per Advisor$29M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Dunn Financial Advisors can manage your investments for a fee based on a percentage of the value of your portfolio, not to exceed 1.25% annually. They may also charge a retainer fee or an hourly rate. The specific fee arrangement is determined before you start working with them.
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