Dixon Financial Services

Overview

Dixon Financial Services is an independent, SEC-registered registered investment adviser organized as a corporation and owned by an individual. The firm has been registered since 1992 and serves both individual/family and institutional clients. Its core offerings center on financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Compensation is primarily fee-based, combining a percentage-of-assets-under-management model with the option for hourly billing. Dixon does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm maintains an industry relationship with an insurance company and does not operate as a capital allocator or pension consultant according to the available information.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices