# Phillip Dyer

> Phillip Dyer is a fee-only financial advisor at Dyer Financial Advisory in Towson, Maryland, who holds the CFP credential. Dyer Financial Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/phillip-dyer/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Dyer Financial Advisory
- **Based in:** Towson, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $24.3M across 48 accounts
- **Credentials:** CFP
- **CRD:** 2832552 (https://adviserinfo.sec.gov/individual/summary/2832552)
- **SEC registration:** Investment adviser representative in MD, NC, PA, VA
- **Exams passed:** Series 65 (1996)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.pdfinancial.com

## Frequently asked questions

### Is Phillip Dyer a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Phillip holds no broker registration, and Dyer Financial Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Phillip charge for financial advice?

Phillip's firm, Dyer Financial Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Phillip Dyer based?

Phillip Dyer is based in Towson, Maryland.

### What credentials does Phillip Dyer hold?

Phillip Dyer holds the CFP credential.

### Is Phillip Dyer registered with the SEC?

Yes. Phillip Dyer is registered as an investment adviser representative in MD, NC, PA and VA (CRD 2832552), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Dyer Financial Advisory manage?

Dyer Financial Advisory reports $24.3M across 48 accounts in assets under management.

### How do I contact Phillip Dyer?

Through Phillip's website, www.pdfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2832552): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.