D.L. FIELDS ADVISORY GROUP, LLC

Overview

D.L. Fields Advisory Group, LLC is an independent registered investment advisor structured as an LLC that serves individual and family clients. The firm combines advisory work—financial planning and portfolio management for individuals and small businesses—with brokerage and insurance activities; staff act as registered representatives of a broker-dealer and are licensed to sell insurance and other financial products. Its fee model includes asset-based fees and hourly charges. The adviser does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices