Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Stephanie A
Series 66
Jasper, TX
Dominion Portfolio Management, Inc.
Stephanie Acosta is a financial advisor at Dominion Portfolio Management, Inc. with seven years of industry experience. She holds a Series 66 designation and has worked at Dominion Portfolio Management since 2020. In addition to her advisory role, she is a licensed insurance agent and has been involved in mortgage lending activities serving clients who have difficulty obtaining conventional loans. Dominion Portfolio Management, Inc. provides fee-based portfolio management services to individuals, high-net-worth clients, and businesses, utilizing fundamental, technical, charting, and economic analysis. The firm offers both discretionary and non-discretionary management primarily through long-term trading and periodic rebalancing, with tailored investment strategies based on clients’ goals, time horizons, and risk tolerances.
James H
Series 63, Series 66
Jasper, TX
Dominion Portfolio Management, Inc.
James Hughes Jr. is a financial advisor at Dominion Portfolio Management, Inc. with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Dominion Portfolio Management since 2017. In addition to his advisory role, Hughes is the owner and operator of Texas Financial Center, where he has been involved in life and health insurance sales since 1997, and he is also a minority owner of Timberlake Insurance Group, which specializes in property and casualty insurance. Dominion Portfolio Management provides fee-based portfolio management services to individuals, high-net-worth clients, and businesses, offering both discretionary and non-discretionary account management focused primarily on individual securities, ETFs, and mutual funds. The firm employs a variety of analytical approaches and emphasizes ongoing monitoring and account aggregation as part of its investment process.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters