First Dominion Wealth Advisors provides personalized financial planning and investment management services to individuals, families, and households. The firm specializes in comprehensive financial planning, with a strong focus on special needs planning for families that include an individual with a disability or special needs. Services cover cash flow analysis, retirement income planning, tax-efficient wealth accumulation, insurance needs analysis, estate planning coordination, and education funding, along with specialized support for ABLE accounts, Special Needs Trusts, and government benefits preservation. Investment management is offered on a non-discretionary basis, meaning First Dominion Wealth Advisors recommends securities and strategies, but clients review and approve all trades before they are placed. Client assets are held by independent qualified custodians such as Altruist Financial and Charles Schwab.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee is 1.00% of assets under management, subject to a $1,000 household minimum annual fee, an effective-rate ceiling of 1.50% for smaller accounts, and a maximum annual fee of $20,000 per household. Fees may be negotiated.