Dixie's Tax & Financial Services, L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Dixie's Tax & Financial Services provides wealth management to individuals, high‑net‑worth clients, trusts and estates, combining discretionary portfolio management with comprehensive financial planning and separate tax and accounting services. The firm sponsors a wrap fee program that bundles securities transaction costs, custodial expenses and Independent Manager fees into a single wealth‑management arrangement.
DTFS typically constructs diversified portfolios using low‑cost mutual funds and ETFs and generally pursues a long‑term investment approach while trading opportunistically to rebalance or meet client needs. The firm also implements all or portions of client portfolios through unaffiliated Independent Managers, accessed via an institutional relationship with Altruist’s Model Marketplace, and performs ongoing oversight of those managers.
Notable distinctions include the firm’s accounting and tax practice—offering tax preparation and Enrolled Agent expertise alongside advisory services—and its insurance affiliations and platform relationships; DTFS works with DPL for insurance consulting and has advisory persons licensed through an affiliated insurance agency (DMM Senior Insurance LLC). The brochure also discloses that insurance implementations generate separate commissions and that the firm allocates portions of client fees to Independent Managers under its wrap arrangement, with the firm not receiving investment management compensation from those managers.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.50% annually $1,000,001 - $2,000,000: 1.25% annually $2,000,001 - $5,000,000: 1.00% annually $5,000,001+: 0.75% annually
Main office
22307 Marine View Drive South, Suite 101
Des Moines WA 98198
Advisors at this office
2
Most active in
Washington
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
Dixie K
Series 63, Series 65
Des Moines, WA
Dixie's Tax & Financial Services, L.L.C.
Dixie Kendrick is a financial advisor with Dixie's Tax & Financial Services, L.L.C. in Des Moines, Washington, holding Series 63 and Series 65 designations and 14 years of industry experience. Her background includes roles at Avantax Advisory Services and Cetera Wealth Services, and she is involved in providing Medicare-related insurance services through DMM Senior Insurance LLC. Dixie's Tax & Financial Services offers wealth management to individuals, high-net-worth clients, trusts, and estates, integrating discretionary portfolio management with financial planning and tax services. The firm employs a long-term investment approach using low-cost mutual funds and ETFs, and incorporates Independent Managers through an institutional relationship with Altruist’s Model Marketplace.
Colby G
Series 66
Des Moines, WA
Dixie's Tax & Financial Services, L.L.C.
Colby Goodner is a financial advisor with Dixie's Tax & Financial Services, L.L.C. in Des Moines, WA, holding a Series 66 designation and six years of industry experience. Prior to joining Dixie's Tax & Financial Services, he worked at Cetera Wealth Services and Avantax Advisory Services. He manages DMM Senior Insurance LLC, assisting seniors with Medicare-related enrollments. Dixie's Tax & Financial Services provides wealth management to individuals, high-net-worth clients, trusts, and estates, combining discretionary portfolio management with comprehensive financial planning and separate tax and accounting services. The firm typically constructs diversified portfolios using low-cost mutual funds and ETFs and accesses unaffiliated Independent Managers through institutional relationships, while also offering tax preparation and insurance consulting services.
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