Dyer Financial Advisory

Dyer Financial Advisory at a glance

• One of 195 fee-only firms based in Maryland in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 1 employee and 13 individual clients, 9 of them high net worth.
• Its average account is about $506,000 (assets it manages divided by its 48 accounts).

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

Facts

Dyer Financial Advisory fees

Dyer Financial Advisory 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

Advisors at this firm (1)

• Phillip Dyer

  CFP

Other fee-only firms in Towson

• Lighthouse Wealth Management
• Oliver Wealth Management
• Provision Financial Planning
• Red Oak Financial Group
• Woods Financial Services
• Blue Curve Advisory
• Celestial Wealth Management
• Chesapeake Financial Advisors

Fee-only advisors in Maryland