Dover Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Dover Advisors serves individuals, high net worth clients, families, trusts, estates, and businesses with wealth management, investment management, and financial planning services. The firm’s planning work is delivered through written plans or consultations (often using MoneyGuidePro) and may include ongoing supervisory investment services.
The firm’s investment approach is generally long-term and discretionary, building portfolios from ETFs, individual stocks and bonds, mutual funds, and alternative or private investments, and it may allocate to unaffiliated independent managers when appropriate. Dover Advisors describes using both fundamental and technical analysis, regularly monitors accounts, and may rebalance or trade short-term to meet client objectives or changing market conditions.
The brochure highlights several practices that distinguish Dover from many peers: it provides periodic reports on holdings, allocations, and performance and reiterates the standard caution that past performance is not a guarantee of future returns, and it discloses the use of derivative strategies such as covered options and structured products (noting structured-product costs can be up to 3.00% per issuer). The firm also discloses access to stock-secured lending programs through custodial partners and that certain advisory persons hold insurance licenses and may receive separate commission-based compensation for insurance sales.
Client services
Expertise
Fee options
May charge fixed annual fees in some circumstances; specifics not stated.
$0+: 0.30% annually unspecified middle tiers - unspecified: up to 1.25% annually
Certain Advisory Persons earn commissions from insurance products sold separately from advisory services.
Hourly charges are stated in Part 1 but no specific rates disclosed in this brochure.
Minimum fee: The Advisor may charge a fixed annual fee in certain circumstances; specific amounts not stated. Fee-only: Fees are fee-only; commission-based sales are not accepted for investment advisory services.
Main office
See officeRichmond VA
Advisors at this office
5
Offices (2)
Most active in
Florida · Georgia · North Carolina · Virginia
Also doing business as
Dover Advisors, LLC · Ltb Wealth, 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 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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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.
Quick links
Advisors at this firm
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”)