Dominion Financial Consultants, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$16,923,966
Clients
17
Advisors
1
of 1 employees
About
Dominion Financial Consultants is a fee-only advisory firm that provides comprehensive financial planning and portfolio management primarily for individual clients; its disclosures also indicate support for institutional clients, charitable organizations, and pension consulting engagements. The firm typically charges asset-based fees and offers ongoing portfolio management alongside broader financial planning services.
Advisory work is informed by the principal’s CPA, J.D., and CFP credentials and by prior tax-policy and tax-practice roles, including senior work at the Internal Revenue Service and service on a Senate finance committee; the brochure also notes the adviser may provide legal services to clients. This background underpins a tax-focused planning approach that emphasizes retirement, estate, and pension-related issues within client portfolios.
Compared with many independent peers, the firm’s combination of legal and accounting licenses together with government tax experience is a notable differentiator and supports work with institutional plans and charitable clients—areas that are relatively uncommon among similar firms. The practice is positioned as a small, fee-only advisory business that integrates tax and legal expertise into its investment and retirement consulting services.
Client services
Expertise
Occupation focus
Fee options
Fee-only: Fee-Only Financial Advisor (specific fee amounts not stated)
Main office
1701 Pennsylvania Ave, NW, Suite 300
Washington DC 20006
Advisors at this office
1
Most active in
District of Columbia · Virginia
Also doing business as
Dominion Financial Consultants · Dominion Financial Consultants, LLC · Dunn Mistr Tederick, 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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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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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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