Detterbeck Wealth Management

Overview

Detterbeck Wealth Management is an independent, SEC-registered advisory firm organized as a corporation and owned by an individual. The firm focuses on serving individuals and families, providing financial planning and portfolio management for individuals and small businesses. Its fee arrangements include asset-based fees, hourly billing, and fixed-fee engagements. The firm has an accounting background and lists accountant-related activities and affiliations, which suggests tax-aware planning and reporting are part of its service mix. Detterbeck is not positioned as a capital allocator or pension consultant; it describes itself primarily as a hands-on advisory practice for individual and family clients rather than a multi-manager or institutional allocator. The firm is not characterized as an active ESG investor in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices