Brian Dumont
Advisor at Dumont Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Brian Dumont is the sole advisor at Dumont Wealth, an independent registered investment adviser based in Miami, FL. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Prior to founding Dumont Wealth, he worked at Cambridge Investment Research Inc. and has been involved in various roles including CEO of Gondola InsurTech Corp, an insurance technology startup, and trustee of the NYC Chapter Board for the New York League of Conservation Voters, an environmental political group. Dumont Wealth serves high-net-worth individuals with discretionary and non-discretionary asset management, financial planning, and third-party manager selection. The firm uses a combined approach of modern portfolio theory and charting analysis with a long-term trading orientation, managing about $11.8 million in discretionary assets across a small client base.
Client services
Based on Dumont Wealth
Financial planning
Portfolio management
Selection of other advisers
Fee options
Fixed fees ranging from $1,000 to $50,000 for financial planning
$0 - $2,000,000: 1.50% $2,000,001 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.00% $10,000,001+: 0.75%
$500 to $750 per hour for financial planning services
Account minimum: $1,000,000 Fee-only: Fixed fees between $1,000 and $50,000 for financial planning; hourly fees between $500 and $750 per hour for financial planning services
Location
Miami, FL
Most active in
Brian D has reported serving >5 clients in these states in the last 12 months.
Florida · New York · Texas
Work history
Sand Pond Association LLC
2024 - Present (2 years)
Gondola InsurTech Corp dba Gondola Life
2021 - Present (5 years)
Efficient Wealth Partners LLC
2017 - Present (9 years)
Dumont Financial LLC
2008 - Present (18 years)
Cambridge Investment Research Inc.
2008 - 2017 (9 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Michael L
Series 63, Series 65
Coral Gables, FL
Ladin Financial Group, Inc.
Lawrence W
CFP®, ChFC®, Series 63, Series 65
Miami Beach, FL
ECF Wealth, Inc.
Leon S
Series 65
Surfside, FL
Thames Asset Management, Inc
Ivan M
CFP®, CFA®, ChFC®, Series 63, Series 65, Series 66
Miami, FL
Mendoza Private Wealth
Paul D
Series 65
Key Biscayne, FL
Private Lane Capital, LLC
Alejandro C
Series 65
Miami, FL
BlueReef Capital
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