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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-30-2022
- Office Locations
- 1
Office Locations
About THE Other 90 Financial, LLC
The Other 90 Financial is a flat-fee, fiduciary RIA focused on retirement planning for Christian families age 50+ who are nearing or in retirement. Founder David Dodd, CFP®, CKA®, provides comprehensive planning and portfolio guidance, including tax strategy, Social Security timing, Roth conversion analysis, and tax-efficient charitable giving, with an optional faith-based investing lens. Based in Mt. Vernon, IN and serves clients virtually.
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Owner & Executives
David Robert Dodd
Advisor, Chief Compliance Officer
- CRD
- #6833370
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,745,440 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,745,440 | -- |
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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 |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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