DP Grow LLC

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Client assets under management

$2,334,761

Clients

0% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$166,769

About

DP Grow, LLC advises individuals (including high-net-worth clients), business entities, trusts, estates, and pension and profit-sharing plans. The firm offers discretionary and non-discretionary investment management, financial planning and non-investment consulting, and retirement-plan advisory services.

The firm typically allocates client assets among sub-advisers, mutual funds, exchange-traded funds and individual securities and provides ongoing monitoring and account reviews; it engages third‑party sub-advisers and platform providers to assist with day‑to‑day management (including AssetMark and Envestnet as disclosed). For retirement-plan engagements the firm also supports participant-directed plans and provides educational workshops and seminars to assist participants with their investment decisions.

DP Grow is a licensed insurance agency and discloses that certain associated persons are licensed insurance agents who may recommend commission‑based insurance products, a potential conflict of interest the brochure highlights. The firm reports relatively modest discretionary assets under management while maintaining a substantially larger assets‑under‑advisement figure with fee‑debiting authority, and it has an affiliated payroll business that can generate cross referrals — characteristics that distinguish it from many peers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General estate planning guidance

Fee options

Fixed

Financial planning and consulting services: negotiable one-time fee of $800 to $1,200, with discounts based on assets under management

Percentage

$0 - $1,000,000: 1.00% $1,000,000.01 - $5,000,000: 0.83% $5,000,000.01+: 0.50%

Main office location

DP Grow LLC

3200 Rockbridge Street, Suite 300

Richmond VA 23230, United States

Number of offices

Most active in

Colorado · Florida · North Carolina · Tennessee · Texas · Virginia

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

Quick links

Website 804-352-0881

Advisors at this firm

Dennis T

Series 63, Series 65, Series 66

Richmond, VA

DP Grow LLC

Dennis Tender is a financial advisor at DP Grow LLC with 36 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at MML Investors Services, Mass Mutual Life Insurance Company, OneAmerica Securities, and American United Life. He is also a licensed insurance agent and conducts commission-based insurance sales on a limited basis. DP Grow LLC provides discretionary and non-discretionary investment advisory services and financial planning to individuals, business entities, trusts, estates, and retirement plans. The firm employs a mix of fundamental and technical analysis with both long- and short-term strategies, often utilizing third-party sub-advisers and recommending custody through AssetMark Trust or similar custodians.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General estate planning guidance

Aaron P

Series 66

Richmond, VA

DP Grow LLC

Aaron Persily is a financial advisor at DP Grow LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Persily is also a licensed insurance agent engaged in commission-based insurance sales on a limited basis. DP Grow LLC provides discretionary and non-discretionary investment advisory services and financial planning to individuals, business entities, trusts, estates, and retirement plans. The firm employs a mix of fundamental and technical analysis and often utilizes third-party sub-advisers for portfolio management.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General estate planning guidance

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