Gregory Scott Dupont
Advisor at Advocate Wealth Solutions — Dublin, OH
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®
Experience Industry experience
20 years
Location
Dublin, OH 43017
Advocate Wealth Solutions
Supported
Total advisors
1Clients per advisor
43 TypicalAvg AUM per client
$162,791 Very LowHNW client ratio
5% Very LowGregory Dupont is a CFP® professional with 19 years of experience in financial advising. He is the managing partner of the Law Offices of DuPont and Blumenstiel, LLC, where he has served as an attorney since 1992. In addition to his financial advisory work at Advocate Wealth Solutions, Dupont is president of Ohio Tax Advocates, providing tax planning and consulting services. Advocate Wealth Solutions offers fee-based financial planning and portfolio management to a range of individual clients, including both high-net-worth and non-HNW households. The firm operates primarily on a non-discretionary basis, tailoring portfolios to client goals and risk tolerance, and integrates legal and insurance expertise into its tax, estate, and insurance planning services.
Based on Advocate Wealth Solutions
Based on Advocate Wealth Solutions
Based on Advocate Wealth Solutions
Fixed financial planning fees typically between $800 and $10,000, negotiable
$0 - $1,000,000: 1.0% annually $1,000,000+: 0.85% annually
Commissions from sale of securities and insurance products are less than 50% of revenue; outside compensation disclosed
Hourly fees range from $300 to $3,000 per hour, negotiable
Fee-only: Financial planning fees range from $800 to $10,000, negotiable; hourly fees range from $300 to $3,000 per hour, negotiable
Dublin, OH
655 Metro Place South, Suite 440
Dublin OH 43017
Advisors at this office
1
Ohio
20 years of industry experience
Blue Ocean Insurance, Ltd
2023 - Present • 3 years
Dublin, OH
DuPont and Blumenstiel, LLC
2017 - Present • 9 years
Dublin, OH
Dupont Wealth Solutions, LLC (152534)
2009 - Present • 17 years
Dublin, OH
Gregory S. Dupont Attorney at Law, Ltd.
2007 - 2017 • 10 years
Dublin, OH
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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