Firm
Dovetail Financial
Wilmington, North Carolina
Fee-only
Facts
| Based in | Wilmington, North Carolina |
|---|---|
| Website | dovetailfin.com |
| Phone | (910) 395-1991 |
Dovetail Financial fees
Dovetail Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. 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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $299 million |
| Individual clients | 300 |
| Financial planning | Offered |
| Form ADV filed | October 9, 2026 |
| SEC record | CRD 311298 |