A complete list of active advisors currently associated with Dallas Financial Planning LLC

Warmer can help you find a great advisor at Dallas Financial Planning LLC or one who fits your needs even better.

Dallas Financial Planning LLC is a small, recently formed investment advisory firm that offers discretionary asset management and standalone financial consulting. The firm reports a single advising professional and had no client assets under management as of its most recent ADV filing. The firm provides portfolio management tailored to client-stated objectives, employing fundamental analysis and a traditional mix of equity and fixed‑income strategies, and it offers financial planning engagements billed on an hourly basis (the brochure discloses a $495 hourly rate). Asset management fees are percentage‑based and billed quarterly in advance, while planning fees are collected upon engagement and may be processed through a third‑party payment portal. Distinctive features in the brochure include the explicit use of hourly billing for consulting — an uncommon practice for investment managers that typically rely on AUM fees — and operational policies that require use of specific custodians (Charles Schwab or Altruist) and that do not aggregate trades across accounts. The firm also disclaims proxy voting on client securities, notes limited custody only through fee deductions and standing transfer authorizations, and concentrates compliance and supervisory responsibilities in its sole adviser.

To learn more about the advisors currently working at Dallas Financial Planning LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.