WADSWORTH & DAULAIRE FINANCIAL PLANNERS

Overview

Wadsworth & Daulaire Financial Planners operates as an independent registered investment adviser structured as a corporation and owned by individuals. The firm’s core offering centers on financial planning and client education rather than acting as a traditional asset manager: its stated advisory activities are financial planning services and educational seminars/workshops, and it charges clients on an hourly basis. The firm is not positioned as a capital allocator and does not identify as an active ESG investor or pension consultant. It serves individual and family clients and does not report multi-state adviser status, suggesting a localized regional focus. Given the hourly fee model and the advisory activities listed, investment engagement is likely consultative—building client plans, recommending mutual fund-based portfolios and providing ongoing financial education—rather than running large discretionary programs of third-party hedge fund or private equity allocations.

Assets & Accounts

Investments & Alternatives

Location & Offices