D/W Financial Consultants LLC

Overview

D/W Financial Consultants LLC is a small, owner-operated advisory firm organized as an LLC that centers its practice on financial planning. The firm reports a fee structure built around hourly charges and fixed-fee arrangements rather than AUM-based billing, which signals a planning-first relationship model. Regulatory flags indicate the firm is not an active ESG investor, is not a multi-state adviser for registration purposes, and does not act as a capital allocator — it does not report using third-party alternative asset managers as part of a delegated allocation program. Reported assets are entirely discretionary, which means the firm does exercise investment authority over the accounts it manages. The combination of planning-focused fees and discretionary management suggests D/W Financial Consultants blends standalone financial planning engagements with portfolio management executed via liquid, manager- or product-driven vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices