Dolan Partners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$55,230,000
Clients
46
100% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
46
HighAverage account size
$1,200,652
About
Dolan Partners provides financial planning, wealth management, and discretionary investment management primarily for individual and high‑net‑worth clients, including retirement, tax and estate planning, insurance analysis, and private business review. Client relationships can be held in individual accounts, retirement plans, or trusts, and the firm seeks to align plans and portfolios with each client’s financial background and goals.
The firm builds customized portfolios using exchange‑traded funds, individual securities, and mutual funds across equities, bonds, real estate, investment trusts and commodities, emphasizing long‑term capital appreciation, risk control, broad diversification, tax efficiency and cost efficiency. Portfolios are managed on a discretionary basis with ongoing monitoring and periodic reallocation as client circumstances or market conditions change; clients receive custodian statements and typically a quarterly investment letter.
Dolan Partners is notable for focusing on higher‑asset clients—generally requiring aggregate assets around $800,000 and not routinely serving lower‑asset individual clients—which is less common among independent advisors. The firm manages roughly $55 million for about 46 clients, indicates limited outside administrative involvement by its principal in a small multifamily real estate interest, does not take custody of client assets, and generally leaves proxy voting to the custodian.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
General retirement planning
Wealth management
General estate planning guidance
Business ownership considerations
Fee options
$0 - $2,000,000: 1% $2,000,000 - $4,000,000: 0.80% $4,000,000+: 0.60%
Account minimum: $800,000 Minimum fee: $8,000/year minimum fee Fee-only: Fixed annual retainer of $8,000 for clients below $800,000 AUM
Main office location
Dolan Partners LLC
100 School Street
Danville CA 94526, United States
Number of offices
1
Most active in
Dolan Partners LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not 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.
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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.
-
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.
-
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
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