Firm
DWD Portfolio Solutions
Pittsburgh, Pennsylvania
Fee-only
DWD Portfolio Solutions at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 6 employees and 316 individual clients, 27 of them high net worth.
- Its average account is about $319,000 (assets it manages divided by its 779 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Pittsburgh, Pennsylvania |
|---|---|
| Website | dwdportfolios.com |
| Phone | (412) 341-6642 |
DWD Portfolio Solutions fees
DWD Portfolio Solutions doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 |
|---|---|
| Assets managed | $248 million |
| Individual clients | 289 |
| High-net-worth clients | 27 |
| Accounts managed | 779 |
| Employees | 6 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-113185) |
| Financial planning | Offered |
| Form ADV filed | March 18, 2026 |
| SEC record | CRD 121435 |