DILLON FINANCIAL PLANNING, INC.

Overview

Dillon Financial Planning, Inc. operates as a small, independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on serving individual and family clients, delivering core financial planning services and running educational seminars and workshops. Its fee model is project- and engagement-driven rather than built around asset-based billing: the firm lists hourly charges, fixed fees and other fee arrangements as primary ways clients pay for advice. The adviser does not present itself as a capital allocator or as an active ESG investor. It does not position as a pension consultant or a multi-state advisory platform; the emphasis is on hands-on planning work and client education rather than on running large discretionary portfolios or operating a broad platform of sub-advisory relationships.

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