Dominion Financial Consultants, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$16,923,966
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
17
53% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
17
LowAverage account size
$995,527
About
Dominion Financial Consultants, LLC provides comprehensive financial planning and wealth management to individuals (including high-net-worth clients), retirement plans, trusts, estates, nonprofits, corporations and small businesses. In addition to portfolio management, the firm offers business consulting and coordinated tax and legal services as part of its client engagements.
The firm’s investment approach emphasizes diversified asset allocation across equities, fixed income, mutual funds, ETFs and individual securities, implemented through both discretionary and non-discretionary arrangements and periodic rebalancing. Advisors use a detailed confidential investor profile and prepare written financial plans or investment proposals, coordinating as appropriate with clients’ other professional advisers.
What distinguishes Dominion Financial from many supported peers is its combined registration and practice as an investment adviser, accounting and legal/tax services provider—a structure the brochure describes as offering full-service tax consulting and legal assistance. The firm also documents business-focused consulting capabilities (including exit strategy planning, valuations, retirement-plan design and substitute creditor agreements) that may be particularly relevant to closely held business owners, and manages roughly $19 million for a relatively small client base.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Business exit / sale strategy
Entity structure planning (LLC, S-Corp)
Occupation focus
Founder/Business Owner
Executive
Fee options
Project fees negotiated based on complexity; monthly retainer fees ranging from $1,000 to $15,000 per month
1% annually, billed quarterly in arrears
Hourly rates up to $450 per hour
Monthly retainer fees generally ranging from $1,000 to $15,000 per month
Most active in
Dominion Financial Consultants, LLC has reported serving >5 clients in these states in the last 12 months.
District of Columbia · Virginia
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
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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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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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