Dutton Financial Planning, LLC
Firm details
- Headquarters
- ,
- CRD number
- 328563
- Website
- duttonfp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Dutton Financial Planning, LLC is a Texas-based independent registered investment adviser organized as an LLC that focuses on individual and family clients. The firm bills on a percentage-of-AUM and fixed-fee basis and provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. The firm identifies itself as a capital allocator, indicating it places client assets with third-party managers where appropriate. Dutton does not report active ESG investing and is not set up as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities48%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations