DeWitt And Dunn Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
DeWitt & Dunn Financial Services is a boutique investment adviser that serves individuals (including high‑net‑worth clients), trusts, estates, corporations and small businesses. The firm provides advisory services primarily by placing client assets with third‑party sub‑advisors and co‑advisors and by offering access to model portfolios, mutual funds, ETFs, structured notes and other investment vehicles.
Rather than directly managing individual trades, DeWitt & Dunn typically selects or recommends independent managers (sub‑advisors and a co‑advisor) who implement strategies, exercise trading discretion, and maintain client investment agreements; clients provide profile information and the firm facilitates the custodial and administrative relationship. The firm discloses that it does not perform routine account reviews or produce its own client reports, and relies on the third‑party managers for portfolio implementation and performance monitoring.
Noteworthy distinctions include the firm’s insurance brokerage activity: the owner and some investment adviser representatives are independently licensed to sell insurance, Medicare and annuity products and may receive commissions, a disclosed conflict of interest. The brochure also discloses that the firm is compensated by recommended sub‑advisors and requires use of its selected custodians rather than permitting client‑directed brokerage, which contrasts with many peers that provide direct portfolio management and in‑house reporting.
Client services
Expertise
Fee options
$0+: Negotiable up to 1.5% annually for DeWitt & Dunn portion (varies by sub-advisor) $0 - $499,999.99: Beacon fee 0.55% $500,000 - $999,999.99: Beacon fee 0.35% $1,000,000+: Beacon fee 0.15%
Insurance commissions received by representatives for insurance product sales, separate from advisory fees
Account minimum: $25,000 Minimum fee: Beacon minimum annual fee of $400 per household
Main office
15455 Dallas Parkway, Suite 240
Addison TX 75001
Advisors at this office
3
Most active in
Texas
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.
Is not active or affiliated with:
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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
Quick links
Advisors at this firm
Russell W
Series 65
Addison, TX
DeWitt And Dunn Financial Services, LLC
Russell Wilhite is a financial advisor at DeWitt And Dunn Financial Services, LLC with a Series 65 designation and one year of industry experience. He also serves as Vice President of Client Services for DeWitt & Dunn, LLC, an advertising services firm based in Addison, Texas. DeWitt And Dunn Financial Services, LLC is a boutique advisory firm managing approximately $22 million in discretionary assets for individuals, trusts, estates, corporations, and small businesses. The firm utilizes third-party sub-advisors and co-advisors to implement client portfolios, offering access to a range of investment strategies including equities, mutual funds, ETFs, structured notes, and REITs.
Lora D
Series 65
Addison, TX
DeWitt And Dunn Financial Services, LLC
Lora Dixon is a financial advisor at DeWitt & Dunn Financial Services, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked at DeWitt & Dunn since 2005, including at its affiliated entities, and at CoreCap Advisors, LLC from 2016 to 2020. DeWitt & Dunn Financial Services is a boutique investment adviser serving individuals, high-net-worth clients, trusts, estates, corporations, and small businesses. The firm primarily places client assets with third-party sub-advisors and co-advisors, providing access to various investment vehicles through a model portfolio approach rather than direct trade management.
Joshua P
Series 65
Addison, TX
DeWitt And Dunn Financial Services, LLC
Joshua Perkins is a financial advisor at DeWitt And Dunn Financial Services, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Blackridge Asset Management, American Retirement Institute, Retirement Wealth Advisors, and First Fidelity Tax & Insurance. Perkins is also an independent insurance agent and serves as a financial education instructor at the American Retirement Institute. DeWitt And Dunn Financial Services, LLC is a boutique advisory firm serving individuals, trusts, estates, corporations, and small businesses. The firm manages approximately $22 million in discretionary assets across a three-advisor team and primarily implements client portfolios through third-party sub-advisors and co-advisors who provide model portfolios and discretionary trading authority.
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