Angela Dorsey
Dorsey Wealth Management · Torrance, California
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.
Request an introduction to Angela →
Specialties
Who they serve
- Pre-retirees
- Retirees
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 |
| Accepting new clients | Yes |
| Assets under management | $58.4M across 148 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in CA, TX · CRD 5967957 |
| Exams passed | Series 65 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | dorseywealth.com |
| Profile |
How Angela's firm compares
- Dorsey Wealth Management's average account is about $394,000, from its Form ADV (assets managed divided by 148 accounts).
Request an introduction to Angela
Tell Angela a little about what you're looking for. Angela 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 Angela
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Dorsey Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.