Dalton Wealth Planners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$632,549
Clients
7
Advisors
2
of 3 employees
About
Dalton Wealth Planners is a fee-only registered investment adviser that provides discretionary investment management and financial planning to individual clients and employer retirement plans. The firm offers both ongoing and project-based financial planning, retirement plan consulting, and portfolio management, operating with two advisors, seven clients, and roughly $1.5 million in discretionary assets under management.
The firm implements asset-allocation-driven portfolios using a mix of passive and active strategies informed by modern portfolio theory, and may allocate to third‑party outside managers and model portfolios available through the Altruist Model Marketplace. Accounts are typically managed on a discretionary basis with quarterly reviews, and the firm requires clients to establish custody with Altruist’s platform for execution and custody services.
Noteworthy features for a firm of this size include its recent startup status and boutique scale with two founding principals, whose prior broker‑dealer and banking/SBA experience underpins the firm’s business‑planning and retirement‑plan consulting capabilities. Operationally the firm relies on a percentage‑of‑AUM, fee‑only model, participates in Altruist’s institutional platform and model marketplace, and does not vote client proxies (clients retain that responsibility).
Client services
Expertise
Occupation focus
Fee options
Project-Based Financial Planning fixed fees ranging from $2,000 to $5,000; initial comprehensive financial plan fee up to $5,000
$0 - $500,000: 1.35% $500,001 - $1,000,000: 1.05% $1,000,001 - $5,000,000: 0.80% $5,000,001+: 0.70%
Project-Based Financial Planning hourly rate $500
Ongoing Financial Planning annual fixed fee ranging from $0 to $3,000, billed monthly in arrears
Fee-only: Investment Management fees are negotiable; Financial Planning fixed fees up to $5,000 initial, ongoing planning $0-$3,000 annually, Project-based fixed fees $2,000-$5,000 or $500/hour; Retirement Plan Consulting up to 1.0% AUA
Main office
1203 Broadrick Dr., Suite 200
Dalton GA 30720
Advisors at this office
2
Most active in
Florida · Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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
Advisors at this firm
Miller J
CFP®, Series 66
Dalton, GA
Dalton Wealth Planners
Miller Jones III is a CFP® and holds a Series 66 license with 18 years of industry experience. He has worked at Dalton Wealth Planners, LLC since 2024 and previously spent nine years at Commonwealth Financial Network. His other business activities include serving as a non-client power of attorney in Dalton, GA. Dalton Wealth Planners is a fee-only registered investment adviser serving individual clients and employer retirement plans. The firm uses asset-allocation-driven portfolios combining passive and active strategies, managing accounts primarily on a discretionary basis through the Altruist platform.
Christopher S
Series 65
Dalton, GA
Dalton Wealth Planners
Christopher Shiflett is a financial advisor at Dalton Wealth Planners with one year of industry experience. He holds a Series 65 designation and has worked previously at North Georgia National Bank and Builtwell Bank. Dalton Wealth Planners is a fee-only registered investment adviser serving individual clients and employer retirement plans through discretionary investment management and financial planning. The firm uses asset-allocation-driven portfolios combining passive and active strategies, with accounts managed primarily on a discretionary basis and reviewed quarterly.
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