# Angela Dorsey

> Angela Dorsey is a fee-only financial advisor at Dorsey Wealth Management in Torrance, California, who holds the CFP and MBA credentials. Angela focuses on equity compensation, retirement planning and tax planning. Dorsey Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/angela-dorsey/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Dorsey Wealth Management
- **Based in:** Torrance, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Fees (firm's website):** no asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $58.4M across 148 accounts
- **Credentials:** CFP, MBA
- **Specialties:** Equity compensation, Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Pre-retirees, Retirees
- **CRD:** 5967957 (https://adviserinfo.sec.gov/individual/summary/5967957)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 65 (2011)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://dorseywealth.com

## Frequently asked questions

### Is Angela Dorsey a fee-only financial advisor?

Yes. Angela Dorsey is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Angela's firm.

### How does Angela charge for financial advice?

Angela's firm, Dorsey Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### How much does Angela charge?

According to Dorsey Wealth Management's website, checked October 28, 2026: no asset minimum.

### Does Angela work with clients virtually?

Yes. Dorsey Wealth Management says on its website that it works with clients remotely.

### Where is Angela Dorsey based?

Angela Dorsey is based in Torrance, California.

### What does Angela specialize in?

Angela's specialties include equity compensation, retirement planning, tax planning and estate & legacy planning. Angela works with pre-retirees and retirees.

### What credentials does Angela Dorsey hold?

Angela Dorsey holds the CFP and MBA credentials.

### Is Angela Dorsey registered with the SEC?

Yes. Angela Dorsey is registered as an investment adviser representative in CA and TX (CRD 5967957), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Dorsey Wealth Management manage?

Dorsey Wealth Management reports $58.4M across 148 accounts in assets under management.

### How do I contact Angela Dorsey?

Through Angela's website, dorseywealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/7144): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://dorseywealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.