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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-14-2002
- Office Locations
- 1
Office Locations
About Dyer Financial Advisory
Dyer Financial Advisory is a Towson, MD fee-only financial planning and investment advisory firm providing objective guidance to people from all walks of life. The firm also runs MONEYSmarts Academy, delivering customized employee financial education programs and one-on-one counseling for corporations, educational institutions, and nonprofits; Phil Dyer has presented 525+ programs over 14 years. Portfolios often use ETFs (custodied at Schwab).
Reported data analysis
What the numbers show
Of the latest reported AUM, 99.6% is discretionary and 0.4% is non-discretionary.
The firm reports 1 advisory representatives and 37 clients, or 37 clients per representative. That equates to $656.3K in reported AUM per client.
The profile lists 1 reported office location and 23 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
PHILLIP ANDREW DYER
Managing Member, PRINCIPAL
- CRD
- #2832552
- Ownership
- 75% or more
KERRY WYNN DYER
Partner
- CRD
- --
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,175,126 | -- |
| Non-Discretionary | $108,567 | -- |
| Total | $24,283,693 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Dyer Financial Advisory has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.