Dickson Financial Group, LLC.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Dickson Financial Group provides ongoing investment management and comprehensive financial planning to individuals (including high net worth clients), trusts, charitable organizations and private businesses. The firm delivers continuous advisory services and manages accounts using both discretionary and non-discretionary authority while implementing model asset-allocation portfolios.
The firm’s investment approach is grounded in Modern Portfolio Theory and combines passive and actively managed mutual funds and ETFs with a buy-and-hold orientation and periodic rebalancing. It maintains a range of named model allocations—from Conservative I (20% equity/80% fixed) to Highly Aggressive (100% equity)—and evaluates funds on metrics such as turnover, number of holdings and price-to-book while leveraging institutional fund channels and research resources.
What is noteworthy for a firm of this scale is its client-education focus: Dickson Financial Group publishes a free newsletter covering estate and retirement planning and market trends and holds free, educational seminars and workshops for the public, with both explicitly framed as non-specific educational offerings. The firm’s boutique size—two advisors serving a small client base while combining individualized planning with access to institutional fund relationships—also distinguishes its operating model from many peers.
Client services
Expertise
Fee options
Financial planning fees between $1,000 and $3,000 per household; may be waived if assets under management at DFG.
$0 - $250,000: 1.25% $250,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $3,000,000: 0.70% $3,000,001 - $4,000,000: 0.60% $4,000,001 - $5,000,000: 0.50% $5,000,001+: Negotiable
Account minimum: $250,000 (household accounts can be aggregated; exceptions possible at advisor's discretion)
Main office
Comfort TX
Advisors at this office
2
Most active in
Texas
Also doing business as
Dickson Financial Group · Dickson Financial Group, LLC.
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
Nancy D
Series 63, Series 65
Comfort, TX
Dickson Financial Group, LLC.
Nancy Dickson is a financial advisor at Dickson Financial Group, LLC with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been with her current firm since 2017, following a brief retirement. Dickson Financial Group provides ongoing investment management and comprehensive financial planning for individuals, trusts, charitable organizations, and private businesses. The firm uses a combination of passive and actively managed mutual funds and ETFs within a model asset-allocation framework, emphasizing client education through newsletters and public seminars.
Beau D
Series 66, Series 65
Comfort, TX
Dickson Financial Group, LLC.
Beau Dickson is a financial advisor at Dickson Financial Group, LLC with 14 years of industry experience. He holds the Series 66 and Series 65 credentials. In addition to his advisory work, he owns and operates a print consulting business, JM Travis Ltd, where he has worked since 2006. Dickson Financial Group provides investment management and comprehensive financial planning to individuals, trusts, charitable organizations, and private businesses. The firm uses a Modern Portfolio Theory-based approach, combining passive and active mutual funds and ETFs with periodic rebalancing, and emphasizes client education through newsletters and public seminars.
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