Dionna Poluch
Brandywine Oak Private Wealth · Kennett Square, Pennsylvania
Dionna Poluch is a fee-only financial advisor at Brandywine Oak Private Wealth in Kennett Square, Pennsylvania, who holds the CFP credential. Dionna charges a percentage of assets and focuses on equity compensation, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Executives
Facts
| Firm | Brandywine Oak Private Wealth |
|---|---|
| Based in | Kennett Square, Pennsylvania |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $1.57B across 2,836 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, TX · CRD 7031562 |
| Exams passed | Series 63 (2019) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.brandywineoak.com |
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Questions about Dionna
Is Dionna Poluch a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dionna holds no broker registration, and Brandywine Oak Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dionna charge for financial advice?
Dionna charges a percentage of assets.
Where is Dionna Poluch based?
Dionna Poluch is based in Kennett Square, Pennsylvania.
What does Dionna specialize in?
Dionna's specialties include equity compensation, tax planning, estate & legacy planning and family wealth transfer. Dionna works with pre-retirees, retirees and executives.
What credentials does Dionna Poluch hold?
Dionna Poluch holds the CFP credential.
Is Dionna Poluch registered with the SEC?
Yes. Dionna Poluch is registered as an investment adviser representative in PA and TX (CRD 7031562), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Brandywine Oak Private Wealth manage?
Brandywine Oak Private Wealth reports $1.57B across 2,836 accounts in assets under management.
How do I contact Dionna Poluch?
Through Dionna's website, www.brandywineoak.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
- Brandywine Oak Private Wealth 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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