Dollar & Sense

Overview

Dollar & Sense is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves individual and family clients and combines accounting work with advisory services. Its advisory focus is financial planning and discretionary portfolio management for individuals and small businesses. Fees are charged on an hourly or fixed-fee basis. The record indicates the adviser is not an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator or pension consultant. The year of SEC registration is not reported.

Assets & Accounts

Investments & Alternatives

Location & Offices