Dominguez Wealth Management Solutions, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Dominguez Wealth Management Solutions, Inc. provides investment management, financial planning, consulting and pension/401(k) plan services to individuals (including high‑net‑worth clients), pension plans and corporate clients. The firm reports managing about $213 million for roughly 192 clients and operates with a two‑advisor team.
The firm develops individualized investment policies and manages accounts on both discretionary and non‑discretionary bases, using asset allocation alongside a mix of analytical methods—fundamental, technical, quantitative and qualitative—to inform long‑ and short‑term strategies. DWMS routinely uses more active tools (options, covered calls, short sales, margin and futures) and typically delivers a written financial plan within approximately two weeks when engaged for planning work.
Distinctive aspects of the practice include a relatively large asset base for a small advisory team and no stated account minimum, alongside affiliated activities: management personnel maintain broker‑dealer registrations to receive trailing commissions on variable annuities and 529 plans, hold insurance licenses, provide separate tax preparation services, and may recommend a donor‑advised fund program for which the firm receives compensation. The brochure also discloses that the firm does not vote client proxies, directs clients to custody with a qualified custodian (Schwab), and debits advisory fees from client accounts, with related conflicts of interest described in its disclosures.
Client services
Expertise
Occupation focus
Fee options
Financial Planning fees agreed upon prior to contract, typically $1,500 to $10,000; may also charge fixed or flat fees for portfolio management upon mutual agreement
$0 - $1,000,000: 1.2% annually (0.3% quarterly) $1,000,001 - $2,000,000: 1.0% annually (0.25% quarterly) $2,000,001 - $3,000,000: 0.8% annually (0.2% quarterly) $3,000,001 - $4,000,000: 0.6% annually (0.15% quarterly) $4,000,001+: 0.4% annually (0.1% quarterly)
Consulting Services at $225 per hour
Fee-only: Financial Planning fees range from $1,500 to $10,000; Consulting fees at $225/hour; Pension Consulting fees range from 0.50% to 1.25% of assets under advisement
Main office
304 Bulifants Boulevard, Suite 101
Williamsburg VA 23188
Advisors at this office
2
Most active in
Florida · Nebraska · North Carolina · Pennsylvania · Texas · Virginia
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.
Quick links
Advisors at this firm
Shaobo L
Series 65
Williamsburg, VA
Dominguez Wealth Management Solutions, Inc.
Shaobo Li is a financial advisor at Dominguez Wealth Management Solutions, Inc. in Williamsburg, VA, holding a Series 65 designation with seven years of industry experience. He has been with Dominguez Wealth Management Solutions since 2018 and previously worked at the College of William & Mary. Dominguez Wealth Management Solutions provides investment management, financial planning, consulting, and pension/401(k) plan services to individuals, pension plans, and corporate clients. The firm manages approximately $213 million for around 192 clients, employing a mix of analytical methods and active investment tools to develop individualized investment policies.
Jeffrey D
CFP®, Series 66
Williamsburg, VA
Dominguez Wealth Management Solutions, Inc.
Jeffrey Dominguez is a CFP® and holds a Series 66 license with 16 years of industry experience. He is the president and sole shareholder of Dominguez Wealth Management Solutions, Inc., where he has worked since 2014. Prior to and concurrently, he has been associated with Purshe Kaplan Sterling Investments since 2014. Outside of advisory work, he serves as a board member for the Williamsburg Soccer Club and operates a tax preparation and analysis service. Dominguez Wealth Management Solutions serves individuals, including high-net-worth clients, as well as pension and corporate clients, providing investment management, financial planning, consulting, and tax services. The firm employs a range of investment strategies, including derivatives and leveraged positions, tailored to client objectives and risk tolerance.
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