Firm
Dyer &
Charlotte, North Carolina
Fee-only
Dyer & at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 30 individual clients, 15 of them high net worth.
- Its average account is about $647,000 (assets it manages divided by its 113 accounts).
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Charlotte, North Carolina |
|---|---|
| Website | dyerand.co |
| Phone | (704) 323-6872 |
Dyer & 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 | $1,000,000 |
|---|---|
| How it charges | Percentage of assets · Hourly |
In the firm's words
"We offer complete financial concierge services for individuals with more than $1,000,000 to invest." source
"An asset-based fee pays Dyer & Co. to serve as your family’s Chief Financial Officer." source
"We also offer clients financial problem-solving on an hourly basis." 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 |
|---|---|
| Assets managed | $73 million |
| Individual clients | 15 |
| High-net-worth clients | 15 |
| Accounts managed | 113 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 4, 2026 |
| SEC record | CRD 298855 |