Dovetail Wealth Management, LLC

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Client assets under management

$327,854,854

Clients

857

37% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

286

Very High

Average account size

$382,561

About

Dovetail Wealth Management serves individuals (including high‑net‑worth and non‑HNW clients), trusts, retirement plans and business entities with comprehensive portfolio management, standalone financial planning, and retirement‑plan consulting. The firm also provides access to LPL‑sponsored advisory programs and proprietary DWM model portfolios as implementation options.

The firm’s process begins with client discovery to establish objectives and risk tolerance, then combines individualized portfolio construction and ongoing monitoring with model‑driven strategies and third‑party manager selections. Investment methods referenced in the brochure include fundamental and technical analysis, asset allocation across stocks, bonds, ETFs and other instruments, and periodic rebalancing informed by their DWM models and LPL program overlays.

What is distinctive about Dovetail is the scale relative to its adviser team: it manages approximately $333 million for about 857 clients with three advisers, implying an unusually high client‑per‑adviser ratio and reliance on models, platform programs and delegated manager solutions to deliver advice. The firm’s representatives are dually registered with LPL, act as insurance agents/brokers, and the firm sponsors a wrap fee program — operational and compensation intersections that prospective clients may want to review when evaluating suitability.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Tax strategies for small businesses

Fee options

Fixed

Financial Planning & Consulting flat fees up to $20,000; Retirement Plan Consulting flat fees up to $20,000

Commissions

Representatives who are also registered representatives of LPL Financial may earn commissions for securities sales outside advisory accounts.

Project-based

Financial Planning & Consulting hourly fees up to $350; Retirement Plan Consulting hourly fees up to $350

Other

Fee-only: Financial Planning & Consulting: up to $350 per hour; flat fees up to $20,000; Retirement Plan Consulting: hourly or flat fees up to $20,000; fees based on percentage of plan assets up to 1.00%

Main office location

Dovetail Wealth Management, LLC

301 North Main Street

Taylor TX 76574, United States

Number of offices

Most active in

Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

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 Form ADV Part 3: Client Relationship

Quick links

Facebook Website (512) 352-1613

Advisors at this firm

Louis H

CFP®, Series 63, Series 65

Taylor, TX

Dovetail Wealth Management, LLC

Louis Hughes is a CFP® professional with 28 years of industry experience. He has worked with Dovetail Wealth Management, LLC since 2018 and previously spent 20 years at Investment Centers of America, Inc. Hughes serves as a board member of both the Temple College at Taylor Foundation and City National Bank. Dovetail Wealth Management serves individual, trust, retirement plan, and business clients with portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a model-driven approach combining fundamental and technical analysis, asset allocation, and third-party manager selections to manage approximately $333 million for about 857 clients.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Tax strategies for small businesses

Christopher C

Series 63, Series 66

Taylor, TX

Dovetail Wealth Management, LLC

Christopher Carruthers is a financial advisor with Dovetail Wealth Management, LLC in Taylor, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior work includes roles at Ameriprise Financial Services, Inc., Austin Private Wealth, LLC, and Post Oak. Outside of his advisory duties, he serves as treasurer for a local Cub Scouts group. Dovetail Wealth Management provides portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, and business entities. The firm combines individualized portfolio construction with model-driven strategies and third-party manager selections, managing approximately $333 million for around 857 clients with a three-advisor team.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Tax strategies for small businesses

Michael D

Series 63

Taylor, TX

Dovetail Wealth Management, LLC

Michael De Rosa is a financial advisor at Dovetail Wealth Management, LLC with 24 years of industry experience. He has held roles at My Legacy Advisors, LLC and SII Investments, Inc., and has also worked as a self-employed advisor. De Rosa holds a Series 63 designation and is a public notary. Dovetail Wealth Management serves individuals, trusts, retirement plans, and business entities by providing portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a combination of individualized portfolio construction, model-driven strategies, and third-party manager selections, managing approximately $333 million for about 857 clients with a team of three advisors.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Tax strategies for small businesses

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