Dalton Wealth Planners

Overview

Dalton Wealth Planners is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm provides financial planning, portfolio management for individuals and small businesses, and helps clients select other advisers. Its client base includes both individuals/families and some institutional relationships. Dalton uses a mix of billing approaches—percentage of assets under management, hourly fees, fixed fees and other fee arrangements—and identifies itself as a capital allocator. The adviser reports it is not an active ESG investor and is not structured as a multi-state adviser. Pension consulting appears among the services listed in its advisory activities, though the firm does not characterize itself as a pension consultant in registration fields.

Assets & Accounts

Investments & Alternatives

Location & Offices