Dwayne Verley, CPA is a sole proprietor offering free financial planning and investment advice services to low to moderate income clients in order to address income inequality. Advisory services are tailored to the individual needs of clients using a 3-step process: identifying goals, developing a financial roadmap, and helping the client implement the plan's next steps. Clients retain full discretion over all implementation decisions.
Assets Under ManagementN/A
Clients1
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Dwayne Verley, CPA offers free investment advice and does not manage client assets. There are no fees for any investment advisory services.
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