Advisor at Dyer Financial Advisory
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Firm
Dyer Financial Advisory
Location
Towson, MD 21204
Credentials
CFP®, Series 65
Industry experience
25 years
Phillip Dyer is a CFP® with 25 years of industry experience and has led Dyer Financial Advisory since 2002. He holds a Series 65 license and operates an independent advisory firm based in Towson, MD. Outside of his advisory role, he is a principal and strategic business consultant at Victory Success System, LLC, a separate business consulting venture. Dyer Financial Advisory is a fee-only registered investment adviser serving individual investors, trusts, estates, charities, and small businesses. The firm emphasizes long-term, buy-and-hold portfolio strategies based on Modern Portfolio Theory, focusing on asset allocation and low-cost index funds, while providing personalized investment management and financial planning services.
Based on Dyer Financial Advisory
Based on Dyer Financial Advisory
Real Time Planning Package fee is $795
$0 - $1,000,000: 0.80% annually $1,000,001 - $3,000,000: 0.50% annually Above $3,000,000+: 0.25% annually
$295 per hour for CFP® Practitioner; $195 per hour for Financial Advisor candidate; $75 per hour for Registered Paraplanner℠
Account minimum: $100,000 of investible assets for investment supervisory services Minimum fee: Minimum quarterly fee of $300 (equivalent to $1,200 annually) for investment supervisory services Fee-only: Fee-only financial planning, investment consultation, life planning and business planning services under hourly engagement
100 West Road, Suite 300
Towson, MD 21204
Maryland · North Carolina · Pennsylvania · Virginia
Dyer Financial Advisory
2002 - Present (24 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
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Broker-dealer / trader
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Bank
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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.
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