Advisor at Dwyer Financial, LLC
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.
Firm
Dwyer Financial, LLC
Location
Flagstaff, AZ 86004
Credentials
Series 65
Industry experience
1 year
Gabrielle Fitzwater is a financial advisor at Dwyer Financial, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Me Financial PLLC and various insurance companies. Outside of finance, she owns and operates Solette Media, a web design business. Dwyer Financial, LLC serves individuals, trusts, retirement plans, businesses, and charitable organizations with financial consulting and discretionary investment management. The firm uses fundamental analysis and third-party research to build portfolios, offering access to institutional platforms and alternative investments for qualified clients.
Based on Dwyer Financial, LLC
Based on Dwyer Financial, LLC
Fixed fee for financial consulting services (up to $5,000)
$0+: 1.0% annually (Investment Management Fee for accounts not held at American Funds Service Company, including alternative investments) $0+: 0.5% annually (Investment Management Fee for accounts held at American Funds Service Company) $0+: Up to 1.00% annually (Retirement Plan Services fee, based on plan assets)
Insurance products purchased through Dwyer Financial IARs earn commissions and trail fees; not included in advisory fees
$100 per hour for financial consulting services
Fee-only: Financial consulting services: fixed fee up to $5,000 or hourly fee $100 per hour (fees paid directly by client, not billed to account)
2615 N. Fourth St. #5
Flagstaff, AZ 86004
Arizona
Me Financial PLLC
2024 - 2024 (1 year)
Various Insurance Companies
2024 - Present (2 years)
Dwyer Financial, LLC
2024 - Present (2 years)
Solette Media
2023 - Present (3 years)
Flagstaff Surgical Associates
2022 - 2023 (1 year)
Flagstaff Medical Center
2021 - 2021 (1 year)
Translational Genomics Institute
2019 - 2021 (2 years)
Cuvee 928
2017 - 2017 (1 year)
University of Arizona
2016 - 2019 (3 years)
Chick-fil-A
2015 - 2017 (2 years)
Spots Carpet Care
2015 - 2024 (9 years)
Northland Preparatory Academy
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63
Flagstaff, AZ
Aspen Trail Wealth Management, LLC
CFP®, ChFC®, Series 63, Series 65
Flagstaff, AZ
Dwyer Financial, LLC
Series 63, Series 65
Flagstaff, AZ
Babb Wealth Advisors LLC
CFP®, Series 63, Series 65
Flagstaff, AZ
Heffernan Advisory, Inc.
CFP®, Series 65
Flagstaff, AZ
Babb Wealth Advisors LLC
Series 63, Series 65
Flagstaff, AZ
Heffernan Advisory, Inc.
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