Dalton Wealth Planners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,506,988
Total clients
7
29% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
4
Average account size
$215,284
About
Dalton Wealth Planners provides investment management, financial planning (both ongoing and project-based), and retirement plan consulting to a small group of individual clients and employer plan sponsors; as of December 31, 2025 the firm reported managing about $1.5 million across seven client accounts. The firm operates as a fee-only adviser and assists clients with portfolio construction, cash flow and tax-aware planning, estate and risk management, and retirement projections.
Investment advice is delivered through tailored asset allocation and portfolio supervision that draws on fundamental analysis and Modern Portfolio Theory, using a mix of passive and active vehicles and, when appropriate, outside managers. The firm also participates in the Altruist Model Marketplace and directs clients to establish custody on the Altruist platform for execution and account services.
Distinctive features relative to many peers include the firm’s very small asset base and client count for a “supported” practice, its recent founding in late 2024, and principals who retain ongoing roles in community banking and small‑business lending—factors that inform its capabilities and its concentration on small employer retirement plan work and integrated planning services. The requirement that clients maintain custody at Altruist and the firm’s use of model marketplace portfolios are operational choices that may be less common among similarly categorized advisers.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for Project-Based Financial Planning between $2,000 and $5,000
$0 - $500,000: 1.35% $500,001 - $1,000,000: 1.05% $1,000,001 - $5,000,000: 0.80% $5,000,001+: 0.70%
$500 per hour for Project-Based Financial Planning
Ongoing Financial Planning fees range from $0 to $3,000 per year, paid monthly in arrears
Fee-only: Fee-only firm; no commissions or sales-related compensation
Main office location
Dalton Wealth Planners
1515 Abutment Rd, Suite 105
Dalton GA 30721, United States
Number of offices
1
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Forms ADV
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