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 registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers when appropriate. Fee arrangements combine a percentage-of-assets model with fixed-fee engagements. The firm is identified as a capital allocator, but it does not position itself as an ESG-focused adviser, a pension consultant, or a multi-state adviser.
Assets & Accounts
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