Thomas Dyer
Dyer & · Charlotte, North Carolina
Thomas Dyer is a fee-only financial advisor at Dyer & in Charlotte, North Carolina, who holds the CFP credential. Thomas charges a percentage of assets and hourly fees (a $1,000,000 asset minimum).
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Facts
| Firm | Dyer & |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model | Percentage of assets · Hourly |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Assets under management | $73.2M across 113 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 2885361 |
| Exams passed | Series 63 (1997) · Series 65 (1998) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.dyerand.co |
How Thomas's firm compares
- Dyer &'s average account is about $647,000, from its Form ADV (assets managed divided by 113 accounts).
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Questions about Thomas
Is Thomas Dyer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Dyer & reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas charges a percentage of assets and hourly fees.
How much does Thomas charge?
According to Dyer &'s website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Thomas Dyer based?
Thomas Dyer is based in Charlotte, North Carolina.
What credentials does Thomas Dyer hold?
Thomas Dyer holds the CFP credential.
Is Thomas Dyer registered with the SEC?
Yes. Thomas Dyer is registered as an investment adviser representative in NC (CRD 2885361), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Dyer & manage?
Dyer & reports $73.2M across 113 accounts in assets under management.
How do I contact Thomas Dyer?
Through Thomas's website, www.dyerand.co.
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
- Dyer & 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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