Dorsey Wealth Management, LLC

Dorsey Wealth Management is a fee-only, holistic financial planning and investment advisory firm that serves individuals and families, including high-net-worth clients. The firm provides comprehensive services—retirement, tax, estate and risk-management planning—through offerings that include one‑time Roadmaps, project retainers, hourly reviews, flat‑fee engagements, and ongoing Wealth Management.

The firm follows an evidence-based investment approach that emphasizes strategic asset allocation, global diversification, equities for long-term appreciation, and low-cost, low-turnover mutual funds and ETFs alongside high-quality fixed income to manage volatility. It manages client accounts on a discretionary basis through its custodial relationship (Charles Schwab) and notes fiduciary responsibilities when advising retirement accounts; it also facilitates access to institutional-level funds (e.g., Dimensional) via that custody arrangement.

Dorsey Wealth Management is a small team with roughly $58.38 million in assets under management, two advisors, and 36 clients, which results in a relatively high assets-per-client profile versus many peers. The firm highlights a CFP®-qualified principal with an MBA and corporate compensation background and an associate advisor with a nontraditional professional-music background who is a CFP candidate; it is strictly fee-only, does not accept commissions, and discloses participation in Charles Schwab’s institutional program that provides non‑monetary benefits that could create potential conflicts of interest.