Dovermont Wealth & Tax Solutions
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Average account size
—
About
Dovermont Wealth & Tax Solutions provides financial advisory services to individuals, families, small businesses and expatriates, offering comprehensive financial planning, discretionary and non-discretionary portfolio management, year‑round tax planning and IRS representation, insurance planning, and educational workshops. Core investment vehicles noted in the brochure include ETFs, mutual funds, equities and fixed‑income securities, and the firm also supports ITIN applications for clients who need tax identification assistance.
The firm’s investment process uses fundamental and technical analysis and emphasizes long‑term buy‑and‑hold, strategic asset allocation, diversification and periodic rebalancing to manage risk. Dovermont integrates tax considerations into its planning and investment work and offers ongoing subscription planning and periodic account reviews to monitor alignment with clients’ goals.
What is distinctive about Dovermont relative to many peers is the integration of tax‑representation services with advisory work: the firm’s principal is an Enrolled Agent authorized to represent taxpayers before the IRS, and the firm discloses it may receive commissions when clients purchase insurance products through its licensed insurance activities. The brochure also describes community workshops (typically free or nominally priced) and a range of fee arrangements beyond simple asset‑based billing, as well as recommendations of custodians such as Altruist and Betterment for Advisors, which are less common features among firms in this category.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Comprehensive Financial Planning: $3,500 to $7,500 depending on complexity.
$0 - $500,000: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000+: 0.75%
Insurance products are commission-based.
Ongoing Planning & Accountability subscription starting at $500 per month.
Fee-only: Comprehensive Financial Planning: $3,500 to $7,500 flat fee; Ongoing Planning & Accountability: subscription starting at $500/month; Tax Planning starting at $2,500; IRS Representation $3,500 to $10,000 case-based.
Main office location
Dovermont Wealth & Tax Solutions
400 Rella Blvd
Montebello NY 10901, United States
Number of offices
1
Most active in
New York
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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