Dustin Terry
Clear Harbor Wealth Management · Destin, Florida
Dustin Terry is a fee-only financial advisor at Clear Harbor Wealth Management in Destin, Florida. Dustin focuses on founders (pre-exit), small business owners and tax planning. Clear Harbor Wealth Management reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | Clear Harbor Wealth Management |
|---|---|
| Based in | Destin, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Performance-based fees |
| Assets under management | $69.7M across 238 accounts |
| SEC registration | Investment adviser representative in FL, TX · CRD 5487877 |
| Exams passed | Series 66 (2008) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.clearharborwealth.com |
| Profile |
How Dustin's firm compares
- Clear Harbor Wealth Management's average account is about $293,000, from its Form ADV (assets managed divided by 238 accounts).
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Questions about Dustin
Is Dustin Terry a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dustin holds no broker registration, and Clear Harbor Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dustin charge for financial advice?
Dustin's firm, Clear Harbor Wealth Management, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is Dustin Terry based?
Dustin Terry is based in Destin, Florida.
What does Dustin specialize in?
Dustin's specialties include founders (pre-exit), small business owners, tax planning, retirement planning, estate & legacy planning and real estate investors. Dustin works with founders.
Is Dustin Terry registered with the SEC?
Yes. Dustin Terry is registered as an investment adviser representative in FL and TX (CRD 5487877), 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 Clear Harbor Wealth Management manage?
Clear Harbor Wealth Management reports $69.7M across 238 accounts in assets under management.
How do I contact Dustin Terry?
Through Dustin's website, www.clearharborwealth.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
- Clear Harbor 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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