Dickson Financial Group, LLC

Overview

Dickson Financial Group, LLC is a small, independent registered investment adviser that serves individual and family clients with fee-based financial planning and portfolio management. The firm charges a mix of percentage-of-AUM and fixed fees and supports clients with educational seminars and periodic publications. Its stated investment preference is equities, and its practice emphasizes managed portfolios rather than acting as a capital allocator across proprietary strategies. The firm does not position itself as an ESG investor, multi-state adviser, pension consultant, or related-adviser network participant. Service offerings focus on individualized planning and small-business portfolio oversight, with an emphasis on hands-on advisory relationships given the limited client base.

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Public Holdings

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Location & Offices