Joshua Dunham
TFR Capital · Plano, Texas
Joshua Dunham is a fee-only financial advisor at TFR Capital in Plano, Texas. TFR Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | TFR Capital |
|---|---|
| Based in | Plano, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $403.1M across 839 accounts |
| SEC registration | Investment adviser representative in TX · CRD 4701064 |
| Exams passed | Series 66 (2003) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | tfr-inc.com |
| Profile |
How Joshua's firm compares
- TFR Capital's average account is about $481,000, from its Form ADV (assets managed divided by 839 accounts).
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Questions about Joshua
Is Joshua Dunham a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and TFR Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua's firm, TFR Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joshua Dunham based?
Joshua Dunham is based in Plano, Texas.
Is Joshua Dunham registered with the SEC?
Yes. Joshua Dunham is registered as an investment adviser representative in TX (CRD 4701064), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does TFR Capital manage?
TFR Capital reports $403.1M across 839 accounts in assets under management.
How do I contact Joshua Dunham?
Through Joshua's website, tfr-inc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Plano
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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