Brian Dumont
Dumont Wealth · Miami, Florida
Brian Dumont is a fee-only financial advisor at Dumont Wealth in Miami, Florida. Dumont Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Dumont Wealth |
|---|---|
| Based in | Miami, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $12.9M across 29 accounts |
| SEC registration | Investment adviser representative in FL, NY, TX · CRD 4737802 |
| Exams passed | Series 63 (2004) · Series 65 (2019) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | dumontwealth.com |
| Profile |
How Brian's firm compares
- Dumont Wealth's average account is about $443,000, from its Form ADV (assets managed divided by 29 accounts).
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Questions about Brian
Is Brian Dumont a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Dumont Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Dumont Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brian Dumont based?
Brian Dumont is based in Miami, Florida.
Is Brian Dumont registered with the SEC?
Yes. Brian Dumont is registered as an investment adviser representative in FL, NY and TX (CRD 4737802), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Dumont Wealth manage?
Dumont Wealth reports $12.9M across 29 accounts in assets under management.
How do I contact Brian Dumont?
Through Brian's website, dumontwealth.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
- 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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