Firm
Dorsey Wealth Management
Torrance, California
Fee-only
Dorsey Wealth Management at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 36 individual clients, 16 of them high net worth.
- Its average account is about $394,000 (assets it manages divided by its 148 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Torrance, California |
|---|---|
| Website | dorseywealth.com |
| [email protected] | |
| Phone | (310) 370-7776 |
Dorsey Wealth Management fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|
In the firm's words
"We do not have any minimum investment requirements" source
"our services will be most valuable to you if you have saved at least $1,000,000 for retirement" source
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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $58 million |
| Individual clients | 20 |
| High-net-worth clients | 16 |
| Accounts managed | 148 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | August 2, 2026 |
| SEC record | CRD 158752 |