D.L. Fields Advisory Group, LLC

Overview

D.L. Fields Advisory Group, LLC is a small, privately held advisory firm organized as an LLC that serves individual and family clients. The firm combines financial planning and discretionary portfolio management for individuals and small businesses with licensed insurance brokerage services, and it charges clients through a blend of asset-based fees and hourly billing. The adviser does not position itself as a capital allocator or pension consultant, is not oriented toward ESG investing, and is not identified as a multi-state or related adviser in the source data. The business model centers on advice for private clients rather than institutional mandates. Its advisory activities emphasize personalized planning and portfolio oversight, while its insurance brokerage capability suggests a role in distributing products such as annuities alongside managed portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices