Benjamin Dolan
Dolan Capital Advisors · Charlotte, North Carolina
Benjamin Dolan is a fee-only financial advisor at Dolan Capital Advisors in Charlotte, North Carolina, who holds the CFP credential. Benjamin focuses on physicians & residents, retirement planning and estate & legacy planning. Dolan Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Physicians
- Ultra high net worth
- Pre-retirees
Facts
| Firm | Dolan Capital Advisors |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $179.1M across 354 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 6353307 |
| Exams passed | Series 65 (2014) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.dolanca.com |
| Profile |
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Questions about Benjamin
Is Benjamin Dolan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and Dolan Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Benjamin charge for financial advice?
Benjamin's firm, Dolan Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Benjamin Dolan based?
Benjamin Dolan is based in Charlotte, North Carolina.
What does Benjamin specialize in?
Benjamin's specialties include physicians & residents, retirement planning and estate & legacy planning. Benjamin works with physicians, ultra high net worth and pre-retirees.
What credentials does Benjamin Dolan hold?
Benjamin Dolan holds the CFP credential.
Is Benjamin Dolan registered with the SEC?
Yes. Benjamin Dolan is registered as an investment adviser representative in NC (CRD 6353307), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Dolan Capital Advisors manage?
Dolan Capital Advisors reports $179.1M across 354 accounts in assets under management.
How do I contact Benjamin Dolan?
Through Benjamin's website, www.dolanca.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
- Dolan Capital Advisors 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.
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