Dunn Financial Advisors, LLC

Overview

Dunn Financial Advisors, LLC operates as a small, independent registered investment adviser focused on individuals and families. The firm provides financial planning and portfolio management for private clients, small businesses and select institutional relationships. Its advisory engagement model is flexible—charging a percentage of assets under management, hourly fees, or fixed fees depending on client needs—reflecting a focus on bespoke planning and fee arrangements rather than a single standardized product. Investment activity centers on core pooled and third-party vehicles rather than direct proprietary strategies. Dunn Financial Advisors reports no active ESG program and is not a multi-state adviser. The firm is not structured as a capital allocator, which indicates it sources alternative exposure through external managers and uses packaged products (mutual funds, annuities, etc.) to assemble client portfolios.

Assets & Accounts

Investments & Alternatives

Location & Offices