Dunn Financial Advisors is a fee-only registered investment advisor founded in 1999 and based in Winchester, Virginia. The firm provides comprehensive financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. Services cover cash flow management, tax planning, insurance reviews, investment management, education funding, retirement planning, and estate planning. Dunn Financial Advisors operates on a fee-only basis, meaning they do not sell insurance or commissioned products and do not accept finder's fees or commissions. Investment management is handled through a limited power of attorney, with assets kept at independent qualified custodians like Charles Schwab. The firm emphasizes a holistic approach, creating customized financial plans and building diversified portfolios using low-load mutual funds, exchange-traded funds, and individual securities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The annual investment management fee will not exceed 1.25% of investable assets and is negotiable.
