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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-02-2024
- Office Locations
- 1
Office Locations
About Dutton Financial Planning, LLC
Dutton Financial Planning, LLC is a Texas-registered, fee-only fiduciary practice based in the Fort Worth/Aledo area serving corporate executives, business owners and other high-earning families. The firm provides comprehensive financial planning and investment management across retirement, tax, estate and education planning, plus executive compensation and workplace retirement plan advising as a 3(21) fiduciary. Clients receive a 24/7 financial dashboard with real-time balance sheet/portfolio views, alerts and a secure document vault; custody supported via Schwab Alliance.
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Owner & Executives
Timothy Wayne Dutton
Chief Compliance Officer, Managing Member, Wealth Manager
- CRD
- #7302640
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $551,705 | -- |
| Non-Discretionary | $0 | -- |
| Total | $551,705 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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