DOLLAR & SENSE

Overview

Dollar & Sense operates as an independent registered investment adviser organized as a corporation and owned by an individual. The firm’s practice is focused on financial planning and portfolio management for individuals, families and small business clients. Its business profile includes accounting services, which suggests clients receive integrated tax and bookkeeping support alongside investment advice. The firm charges hourly and fixed fees rather than a traditional percentage-of-assets advisory fee, and it is not positioned as a capital allocator or pension consultant. Dollar & Sense does not identify as an active ESG investor and does not appear to operate across multiple states. Given the fee model and accounting emphasis, the firm appears to emphasize planning and advice engagements over management of large pools of discretionary client assets.

Assets & Accounts

Investments & Alternatives

Location & Offices