Dunes Financial

Overview

Dunes Financial is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, providing financial planning and discretionary portfolio management for individuals and small businesses. Its compensation model is fee-based, primarily using hourly and fixed-fee arrangements rather than AUM-based or commission-driven pricing. The adviser does not present itself as a multi-state or institutional pension consultant, and it is not identified as an active ESG investor or a capital allocator. Service scope centers on client-facing planning and portfolio management rather than running proprietary funds or acting as a fund-of-funds manager.

Assets & Accounts

Investments & Alternatives