Firm
Dwyer Financial
Flagstaff, Arizona
Fee-only
Dwyer Financial at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 124 individual clients, 35 of them high net worth.
- Its average account is about $233,000 (assets it manages divided by its 230 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Flagstaff, Arizona |
|---|---|
| Website | dwyerfinancial.net |
| Phone | (928) 774-7679 |
Dwyer Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|
In the firm's words
"delivering honest, expert financial advice that’s accessible to everyone—no investment minimums" 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 | $54 million |
| Individual clients | 89 |
| High-net-worth clients | 35 |
| Accounts managed | 230 |
| Employees | 2 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 12, 2026 |
| SEC record | CRD 288470 |