First Dominion Wealth Advisors LLC

Overview

First Dominion Wealth Advisors LLC is an owner-operated limited liability company that combines insurance brokerage with fee-based advisory work. Its advisory activities are described as financial planning and portfolio management for individuals and small businesses, and its business affiliations include an insurance company. The firm’s fee model is flexible: it can charge a percentage of assets under management, hourly fees, or fixed fees, which aligns with serving a mix of planning engagements and ongoing investment accounts. FINTRX classifies the firm as unclassified and indicates it is not a capital allocator, not an active ESG investor, not set up as a multi-state adviser, and not a pension consultant. The dataset does not identify a manager-of-managers or related-adviser structure; the picture presented is of a small, insurance-centric advisory practice rather than an institutional asset manager.

Assets & Accounts

Location & Offices