Financial Dimensions, LLC

Overview

Financial Dimensions, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and may bill hourly for certain services. Beyond advisory work, it operates as an insurance broker and provides accounting services, which informs its use of annuities and insurance-linked solutions. Financial Dimensions does not identify itself as an ESG-focused manager, is not a multi-state adviser in the provided data, and is not described as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives