Dominion Financial Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$101,488
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Dominion Financial Advisors provides financial planning and discretionary investment management services to individual and high‑net‑worth clients. The firm offers three planning scopes—Foundational, Sustaining, and Project‑Based engagements—and makes investment management available principally to clients enrolled in its Sustaining Financial Planning service.
Investment decisions are guided by an asset‑allocation framework that draws on modern portfolio theory and a blend of passive and active managers, with fundamental analysis applied to fund and security selection. When engaged for investment management the firm typically manages accounts on a discretionary basis, directs clients to an institutional custodian for trade execution and custody, and conducts regular, primarily quarterly, account reviews.
Notable distinctions include that the firm’s principal is a licensed real estate broker with a background in corporate real estate and may receive referral fees for non‑advisory corporate real estate introductions that are conducted separately from advisory services. The firm also uses hourly billing for one‑off, project‑based planning in addition to asset‑based advisory arrangements, and operates as a recently established, single‑principal adviser with a relatively modest discretionary asset base.
Client services
Financial planning
Portfolio management
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
Fee options
Foundational Financial Planning: one-time fixed fee ranging from $3,000 to $14,000
$295 per hour for Project-Based Financial Planning
Fee-only: Foundational Financial Planning: $3,000 to $14,000 one-time fixed fee; Sustaining Financial Planning: $3,000 to $14,000 annually; Project-Based Financial Planning: $295 per hour
Main office location
Dominion Financial Advisors, LLC
Dallas TX, United States
Number of offices
1
Most active in
Dominion Financial Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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