Dutton Financial Planning, LLC
Firm details
- Headquarters
- ,
- CRD number
- 328563
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Dutton Financial Planning, LLC is an independent, individual-owned registered investment adviser that provides financial planning and portfolio management for individuals and small businesses. The firm charges clients either a percentage of assets under management or fixed fees and also acts as a capital allocator, selecting third-party managers when appropriate. Its advisory services include comprehensive financial planning, discretionary portfolio management, and the selection of other advisers. The firm does not report active ESG investing and is not structured as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities48%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Timothy Dutton
Wealth ManagerCRD 7302640
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations