FOURTH DIMENSION FINANCIAL GROUP

Overview

Fourth Dimension Financial Group operates as an independent registered investment adviser organized as a limited liability company and controlled by an individual owner. The firm serves both individual and family clients as well as some institutional relationships. Its stated advisory activities emphasize comprehensive financial planning, portfolio management for individuals and small businesses, selection of outside advisers and running educational seminars or workshops. Fourth Dimension Financial Group bills clients through a mix of fee structures — percentage of AUM, hourly charges, fixed fees and other arrangements — which supports flexible engagement models from ongoing portfolio management to one-off planning or consulting. The firm is identified as a capital allocator, meaning it places client capital into external managers and products rather than exclusively managing everything in-house. It is not flagged as an active ESG investor, not registered as a multi-state adviser, and is not positioned as a pension consultant.

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Location & Offices