Dwyer Financial is an investment advisory firm located in Flagstaff, Arizona, offering personalized financial consulting, investment management, and referrals to third-party investment managers. Dwyer Financial assists clients with retirement planning, tax concerns, education planning, and estate planning. The firm typically builds client portfolios using institutional-class mutual funds and may recommend alternative investments like private equity or real estate for qualified clients. Dwyer Financial also offers retirement plan consulting services for employer-sponsored plans. Operating as a registered investment advisor, Dwyer Financial is legally required to act in your best interest. The firm charges fees based on a percentage of the value of your portfolio or fixed fees for consulting services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee is 1.0% for general accounts and alternative investments. Accounts held at American Funds have a 0.5% annual fee. SEI program charges up to 1.0%. Fees may be negotiable.