Phillip Dyer
Dyer Financial Advisory · Towson, Maryland
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.
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Facts
| Firm | Dyer Financial Advisory |
|---|---|
| Based in | Towson, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $24.3M across 48 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD, NC, PA, VA · CRD 2832552 |
| Exams passed | Series 65 (1996) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.pdfinancial.com |
| Profile |
How Phillip's firm compares
- Dyer Financial Advisory's average account is about $506,000, from its Form ADV (assets managed divided by 48 accounts).
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Questions about Phillip
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Towson
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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