First Dominion Wealth Advisors LLC
Firm details
- Headquarters
- Aiken, South Carolina
- CRD number
- 341571
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
First Dominion Wealth Advisors LLC is organized as an LLC and appears to operate primarily as an insurance broker with financial planning services offered to clients. The firm uses non‑AUM fee models—billing on an hourly basis and via fixed fees—rather than managing client assets on a discretionary fee schedule. Registry data classifies the firm as “Unclassified” and does not list it as a capital allocator. The firm is not identified as an active ESG investor, is not a multi‑state adviser, and is not described as a pension consultant or related adviser. An industry affiliation with an insurance company is indicated. The year of SEC registration is not provided in the available data.
Assets & Accounts
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
Contacts
1 of 1
James Allison
Founder & Financial AdvisorCRD 3025394
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Aiken, SC
Aiken
Location
Aiken, SC
Headquartered in Aiken, SC, in the South of the United States.
- Region
- South
- County
- Aiken
- Address
- 900 Trail Ridge Rd
- Time zone
- ET (UTC-5)
- Office locations
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