Alison Dorsman
Brandywine Oak Private Wealth · Kennett Square, Pennsylvania
Alison Dorsman is a fee-only financial advisor at Brandywine Oak Private Wealth in Kennett Square, Pennsylvania, who holds the CFP credential. Alison charges a percentage of assets and focuses on equity compensation, tax planning and estate & legacy planning.
Request an introduction to Alison →
Specialties
Who they serve
- Pre-retirees
- Retirees
- Executives
Facts
| Firm | Brandywine Oak Private Wealth |
|---|---|
| Based in | Kennett Square, Pennsylvania |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $1.57B across 2,836 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, TX · CRD 4906461 |
| Exams passed | Series 66 (2006) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.brandywineoak.com |
Request an introduction to Alison
Tell Alison a little about what you're looking for. Alison isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Alison
Is Alison Dorsman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alison holds no broker registration, and Brandywine Oak Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alison charge for financial advice?
Alison charges a percentage of assets.
Where is Alison Dorsman based?
Alison Dorsman is based in Kennett Square, Pennsylvania.
What does Alison specialize in?
Alison's specialties include equity compensation, tax planning, estate & legacy planning and family wealth transfer. Alison works with pre-retirees, retirees and executives.
What credentials does Alison Dorsman hold?
Alison Dorsman holds the CFP credential.
Is Alison Dorsman registered with the SEC?
Yes. Alison Dorsman is registered as an investment adviser representative in PA and TX (CRD 4906461), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Brandywine Oak Private Wealth manage?
Brandywine Oak Private Wealth reports $1.57B across 2,836 accounts in assets under management.
How do I contact Alison Dorsman?
Through Alison's website, www.brandywineoak.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Brandywine Oak Private Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.