Dimitri Poland
Braeburn Wealth Management · Muskegon, Michigan
Dimitri Poland is a fee-only financial advisor at Braeburn Wealth Management in Muskegon, Michigan. Dimitri focuses on retirement planning, estate & legacy planning and small business owners. Braeburn Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Braeburn Wealth Management |
|---|---|
| Based in | Muskegon, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $259.4M across 1,133 accounts |
| SEC registration | Investment adviser representative in MI · CRD 7597918 |
| Exams passed | Series 65 (2022) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.braeburnwealth.com |
| Profile |
How Dimitri's firm compares
- Braeburn Wealth Management's average account is about $229,000, from its Form ADV (assets managed divided by 1,133 accounts).
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Questions about Dimitri
Is Dimitri Poland a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dimitri holds no broker registration, and Braeburn Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dimitri charge for financial advice?
Dimitri's firm, Braeburn Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Dimitri work with clients virtually?
Yes. Braeburn Wealth Management says on its website that it works with clients remotely.
Where is Dimitri Poland based?
Dimitri Poland is based in Muskegon, Michigan.
What does Dimitri specialize in?
Dimitri's specialties include retirement planning, estate & legacy planning and small business owners. Dimitri works with retirees and pre-retirees.
Is Dimitri Poland registered with the SEC?
Yes. Dimitri Poland is registered as an investment adviser representative in MI (CRD 7597918), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Braeburn Wealth Management manage?
Braeburn Wealth Management reports $259.4M across 1,133 accounts in assets under management.
How do I contact Dimitri Poland?
Through Dimitri's website, www.braeburnwealth.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
- Braeburn Wealth Management 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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