Dickson Financial Group, LLC.

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Client assets under management

$6,466,162

Clients

90% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$208,586

About

Dickson Financial Group provides ongoing investment management and comprehensive financial planning to individuals (including high net worth clients), trusts, charitable organizations and private businesses. The firm delivers continuous advisory services and manages accounts using both discretionary and non-discretionary authority while implementing model asset-allocation portfolios.

The firm’s investment approach is grounded in Modern Portfolio Theory and combines passive and actively managed mutual funds and ETFs with a buy-and-hold orientation and periodic rebalancing. It maintains a range of named model allocations—from Conservative I (20% equity/80% fixed) to Highly Aggressive (100% equity)—and evaluates funds on metrics such as turnover, number of holdings and price-to-book while leveraging institutional fund channels and research resources.

What is noteworthy for a firm of this scale is its client-education focus: Dickson Financial Group publishes a free newsletter covering estate and retirement planning and market trends and holds free, educational seminars and workshops for the public, with both explicitly framed as non-specific educational offerings. The firm’s boutique size—two advisors serving a small client base while combining individualized planning with access to institutional fund relationships—also distinguishes its operating model from many peers.

Client services

Financial planning Portfolio management Newsletters or periodicals Educational seminars or workshops

Expertise

Wealth management General retirement planning Cash flow / budgeting General estate planning guidance

Fee options

Fixed

Financial planning fees between $1,000 and $3,000 per household; may be waived if assets under management at DFG.

Percentage

$0 - $250,000: 1.25% $250,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $3,000,000: 0.70% $3,000,001 - $4,000,000: 0.60% $4,000,001 - $5,000,000: 0.50% $5,000,001+: Negotiable

Other

Account minimum: $250,000 (household accounts can be aggregated; exceptions possible at advisor's discretion)

Main office location

Dickson Financial Group, LLC.

Comfort TX, United States

Number of offices

Most active in

Texas

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 832-868-3722

Advisors at this firm

Nancy D

Series 63, Series 65

Comfort, TX

Dickson Financial Group, LLC.

Nancy Dickson is a financial advisor at Dickson Financial Group, LLC with 24 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Fidelity Brokerage Services, LLC for 12 years before founding her current firm in 2017. Dickson Financial Group provides investment management and comprehensive financial planning to individuals, trusts, charitable organizations, and private businesses. The firm combines Modern Portfolio Theory with a mix of passive and actively managed funds, maintaining a range of model portfolios and emphasizing client education through newsletters and public seminars.

Wealth management General retirement planning Cash flow / budgeting General estate planning guidance

Beau D

Series 65, Series 66

Comfort, TX

Dickson Financial Group, LLC.

Beau Dickson is a financial advisor with Dickson Financial Group, LLC, holding Series 65 and Series 66 licenses and bringing 13 years of industry experience. He has worked at Dickson Financial Group since 2017 and owns JM Travis Ltd, a print consulting business he has operated since 2006. Dickson Financial Group provides investment management and financial planning services to individuals, trusts, charitable organizations, and private businesses. The firm uses a blend of passive and actively managed funds within model portfolios based on Modern Portfolio Theory, offering personalized planning combined with institutional fund resources.

Wealth management General retirement planning Cash flow / budgeting General estate planning guidance

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