Dixon Financial Services

Overview

Dixon Financial Services is an independent, corporation-style registered investment adviser that has been operating since 1992 and is owned by an individual. The firm serves both individual and family clients as well as institutional clients, and its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Fee arrangements are primarily a percentage of assets under management supplemented by hourly charges for planning or advisory time. Dixon Financial Services does not market itself as an active ESG investor or a multi-state adviser and has an affiliation with an insurance company, which informs some of its product shelf. Portfolio construction shows a clear preference for pooled public vehicles — mutual funds and ETFs dominate the investable universe the firm uses. The equity sleeve reported on 13F filings is ETF-heavy, and the largest single position is the Dimensional International Value ETF, pointing to a systematic tilt toward diversified, factor-oriented international exposure rather than concentrated single-stock bets. Discretionary management represents the bulk of client assets, consistent with an advisory model built around ongoing portfolio oversight for high-net-worth households and small institutions.

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