DALTON WEALTH PLANNERS

RIASEC Registered

Total AUM

$1.5M

Discretionary

$1.5M

100% of AUM

Avg account

$116K

Accounts

Employees

Advisory reps

Firm details

Headquarters: DALTON, Georgia
CRD number: 334952
Custodians: ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Corporations / Businesses58.03%
HNWI22.94%
Individuals19.04%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Dalton Wealth Planners is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual/family and institutional clients and functions as a capital allocator within client portfolios. Advisory services emphasize financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. The firm bills using a mix of percentage-of-assets, hourly, fixed-fee and other arrangements. Dalton does not identify as an active ESG investor and is not described as a multi-state adviser.