Dollinger Management Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$46,018,268
Clients
48
Advisors
2
of 2 employees
About
Dollinger Management manages about $47.7 million on a discretionary basis for roughly 48 individual and married‑couple clients, offering ongoing portfolio management, financial planning and related investment advisory services. The firm operates as a fee‑only fiduciary and generally charges percentage‑of‑assets fees with client accounts custodied at Charles Schwab.
The firm uses two primary investment approaches: a broadly diversified index mutual fund/ETF strategy with periodic rebalancing, and a separate buy‑and‑hold equity strategy that seeks stocks trading at perceived bargain prices for long‑term holding. Portfolios are developed collaboratively with clients, tailored to risk, tax, and cash‑flow needs, and the advisor team typically exercises discretionary trading authority to implement agreed models.
Distinctive aspects include an ongoing affiliation with a related tax and accounting practice — employees of that practice provide clerical support and many investment clients have historically also received tax services — a relationship that is uncommon among peers. The firm also issues a monthly client newsletter and provides quarterly written performance reports that are prepared and annotated by the principals, and it operates as a small, family‑owned advisory team with a planned, incremental ownership transition.
Client services
Expertise
Occupation focus
Fee options
$0 - $125,000: 1.44% per year $125,000 - $750,000: 1.00% per year $750,000 - $1,250,000: 0.85% per year $1,250,000 - $1,750,000: 0.80% per year $1,750,000 - $2,500,000: 0.75% per year $2,500,000 - $3,250,000: 0.70% per year $3,250,000 - $4,250,000: 0.65% per year $4,250,000 - $5,250,000: 0.60% per year
$250 per hour (may be charged in future, currently not charged)
Account minimum: $250,000 Fee-only: Fee-only advisor, no commissions
Main office
Wilsonville OR
Advisors at this office
2
Most active in
Oregon
Also doing business as
Daniel Dollinger Cpa Cfp · Dollinger Management Inc.
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
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.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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
Eli D
Series 65
Wilsonville, OR
Dollinger Management Inc.
Eli Dollinger is a financial advisor at Dollinger Management Inc. in Wilsonville, OR, holding a Series 65 designation with seven years of industry experience. He has worked at Dollinger Management since 2018 and has been associated with Daniel Dollinger CPA CFP since 2015. Dollinger Management Inc. manages approximately $47.7 million for about 48 individual and married-couple clients, providing portfolio management, financial planning, and related advisory services. The firm uses diversified index mutual fund/ETF strategies and separate buy-and-hold equity approaches, tailoring portfolios to clients' risk, tax, and cash-flow needs, and maintains an ongoing affiliation with a related tax and accounting practice.
Daniel D
CFP®
Wilsonville, OR
Dollinger Management Inc.
Daniel Dollinger is a CFP® with 16 years of industry experience and the principal of Dollinger Management Inc. He has worked in accounting and financial services since 1993 through his firm Daniel Dollinger CPA CFP, which provides income tax returns and bookkeeping services. Dollinger Management manages approximately $47.7 million on a discretionary basis for around 48 individual and married-couple clients. The firm offers portfolio management and financial planning using diversified index fund strategies alongside a buy-and-hold equity approach and maintains a distinctive affiliation with a related tax and accounting practice.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)