Daniel Dollinger CPA, CFP®

Daniel Dollinger CPA, CFP® at a glance

• One of 191 fee-only firms based in Oregon in the Wellspent graph.
• 2 advisors are listed here; 1 of 2 hold the CFP.
• Its Form ADV reports 2 employees and 48 individual clients, 16 of them high net worth.
• Its average account is about $955,000 (assets it manages divided by its 50 accounts).
• It works with clients virtually as well as in person.
• Advice is offered in Mandarin Chinese and English.

Fee-only advisors in Oregon · What fee-only advisors charge in Oregon

Facts

Daniel Dollinger CPA, CFP® fees

Daniel Dollinger CPA, CFP® doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, hourly. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (2)

• Daniel Dollinger

  CFP

• Eli Dollinger