Dyer Private Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$57,249
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Average account size
—
About
Dyer Private Wealth Management provides portfolio management, financial planning (offered on both fixed‑fee and hourly bases), and hourly financial wellness coaching to individuals, high‑net‑worth clients, and business owners. Services include preparing an Investment Policy Statement, offering discretionary portfolio management, and coordinating with third‑party managers when appropriate.
The firm’s investment process combines modern portfolio theory and cyclical analysis and primarily implements strategies using exchange‑traded funds along with equities, mutual funds, fixed‑income securities, inflation‑protected bonds, and fee‑only insurance products. It uses both long‑term and short‑term trading approaches, documents risk tolerance and objectives in client IPSs, and conducts ongoing monitoring while evaluating third‑party managers for client suitability.
Distinctive features include a recent 2025 formation, a formal financial wellness coaching program that integrates behavioral finance, and the addition of hourly planning services in its disclosures. The firm’s principal is a CFP® professional with a non‑traditional academic background and discloses an outside business activity in landscape management, and the firm notes an uncommon household aggregation practice that may extend fee calculations to include extended family members in certain cases.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial planning fixed fees typically range from $0 to $2,500 per engagement
$0 - $250,000: 1.50% $250,001 - $500,000: 1.35% $500,001 - $1,000,000: 1.20% $1,000,001 - $2,000,000: 1.05% $2,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.60%
Up to $200 per hour, negotiable
Fee-only: Fixed fees from $0 to $2,500 per engagement; Hourly fees up to $200 per hour, both negotiable
Main office location
Dyer Private Wealth Management
Sparks Glencoe MD, United States
Number of offices
1
Most active in
Maryland
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:
-
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.
-
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
Quick links
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")