Dallas Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Dallas Financial Advisors provides investment advisory and financial planning services to individuals, charitable organizations, and high-net-worth clients. The firm prepares an Investment Policy Statement for each client and offers ongoing portfolio management—typically on a discretionary basis—across mutual funds, equities, fixed income, ETFs (including precious‑metal sector ETFs), REITs, annuities, and options.
The firm’s investment approach combines modern portfolio theory and technical analysis and employs long‑term trading alongside options strategies (including covered and uncovered positions). DFA documents client risk tolerances, monitors accounts at least monthly, and delivers custodian statements and periodic reports while offering one‑time financial plans upon completion.
What is notable in the brochure is that several of the firm’s representatives are also registered representatives of a broker‑dealer and licensed insurance agents, and the brochure discloses they may accept commissions or insurance compensation in addition to asset‑based advisory fees; those conflicts are acknowledged and are to be documented in client files. The firm also requires the use of LPL Financial as custodian and describes receipt of support services and research from LPL, which the brochure notes can present potential conflicts of interest that clients are informed about.
Client services
Expertise
Fee options
Financial planning fees between $500 and $1,500
Up to 2.00% annually
Main office
7616 Lbj Fwy, Ste 724
Dallas TX 75251
Advisors at this office
4
Most active in
Texas
Also doing business as
Dallas Financial Advisors · Dallas Financial Advisors, LLC · Winship, Donnye · Winship, Donnye, Evans
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Donnye W
Series 63, Series 65
Dallas, TX
Dallas Financial Advisors, LLC
Donnye Winship is a financial advisor at Dallas Financial Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with LPL Financial since 2004. Outside of his advisory role, Winship co-owns Owl Power Solutions and coaches triathletes through Tridot.com. He also serves as an investment consultant to the Grand Lodge of Texas Investment Committee. Dallas Financial Advisors LLC provides portfolio management and financial planning primarily for individual clients and charitable organizations, employing a mix of modern portfolio theory, technical analysis, and options trading strategies.
Michael O
Series 63, Series 65
Dallas, TX
Dallas Financial Advisors, LLC
Michael O'Reilly is a financial advisor at Dallas Financial Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial LLC since 2012. Outside of his advisory role, he is involved in several business ventures including serving as president of Camcon Medical Inc. and managing member of Owl Power Solutions. Dallas Financial Advisors LLC provides portfolio management and financial planning primarily for individual clients and charitable organizations. The firm employs a combination of modern portfolio theory and technical analysis, managing diversified portfolios and incorporating options trading as part of its long-term investment strategies.
Kathleen W
Series 66
Dallas, TX
Dallas Financial Advisors, LLC
Kathleen Weber is a financial advisor at Dallas Financial Advisors, LLC with 15 years of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial LLC and Ameriprise Financial Services, Inc. Outside of her advisory role, she is involved as a brand ambassador for several wine tasting companies. Dallas Financial Advisors provides portfolio management and financial planning primarily for individual clients and charitable organizations. The firm uses a combination of modern portfolio theory and technical analysis, incorporating both long-term strategies and options trading, while maintaining fiduciary standards for retirement accounts.
Martha M
Series 63, Series 65
Dallas, TX
Dallas Financial Advisors, LLC
Martha Mcmurtray is a financial advisor with Dallas Financial Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She previously worked at LPL Financial from 2006 to 2022 before joining Dallas Financial Advisors in 2023. Outside of her advisory role, she is also a commissioned notary in Dallas, TX. Dallas Financial Advisors LLC provides portfolio management and financial planning primarily for individual clients and charitable organizations. The firm uses a combination of modern portfolio theory and technical analysis, incorporating both long-term strategies and options trading, with an emphasis on fiduciary duties and monthly account reviews.
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