Dorsey Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Dorsey Wealth Management is a fee-only, registered investment adviser that provides holistic financial planning and investment advisory services to individuals and families, addressing investment management as well as tax, estate, risk management, retirement planning and employee benefit analysis. The firm offers both one-time planning engagements (a Roadmap) and ongoing wealth management relationships tailored to each client’s stated objectives.
The firm follows an evidence-based investment approach that emphasizes diversification, exposure to systematic risk factors (size, value, market), and the use of low‑cost, low‑turnover mutual funds and ETFs alongside high‑quality fixed income to manage volatility and cash‑flow needs. Portfolios are implemented and rebalanced within an agreed strategy, often using institutional fund shares accessible through the firm’s custodial relationship, and asset allocation is customized to clients’ age, liquidity, tax attributes and goals.
What distinguishes the firm from many peers is its small scale — roughly two advisors managing about $58 million for approximately 36 clients — and the firm principal’s background in corporate human resources and compensation combined with CFP and MBA credentials, which informs work on employee benefits and compensation-related planning. The firm operates under a fiduciary, fee‑only model, does not accept commissions or third‑party referral fees, and participates in an institutional custodial program to access institutional investment options and operational services.
Client services
Expertise
Fee options
Flat Fee services for comprehensive financial planning based on complexity; Project Retainer services typically flat fee
$0 - $1,000,000: 1.00% $1,000,000.01 - $3,000,000: 0.85% $3,000,000.01 - $5,000,000: 0.70% Above $5,000,000+: 0.50%
Hourly engagements at $350/hour
Account minimum: $1,000,000 Minimum fee: Minimum quarterly fee of $2,500 ($10,000 annual minimum fee implied) Fee-only: Flat fees for Roadmap, Project Retainer services, and Financial Reviews; hourly rate $350/hour
Main office
21250 Hawthorne Blvd., Suite 500
Torrance CA 90503
Advisors at this office
1
Most active in
California · Texas
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.
Forms ADV
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