Dovermont Wealth & Tax Solutions
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Dovermont Wealth & Tax Solutions provides financial advisory services to individuals, families, small businesses and expatriates, offering comprehensive financial planning, discretionary and non-discretionary portfolio management, year‑round tax planning and IRS representation, insurance planning, and educational workshops. Core investment vehicles noted in the brochure include ETFs, mutual funds, equities and fixed‑income securities, and the firm also supports ITIN applications for clients who need tax identification assistance.
The firm’s investment process uses fundamental and technical analysis and emphasizes long‑term buy‑and‑hold, strategic asset allocation, diversification and periodic rebalancing to manage risk. Dovermont integrates tax considerations into its planning and investment work and offers ongoing subscription planning and periodic account reviews to monitor alignment with clients’ goals.
What is distinctive about Dovermont relative to many peers is the integration of tax‑representation services with advisory work: the firm’s principal is an Enrolled Agent authorized to represent taxpayers before the IRS, and the firm discloses it may receive commissions when clients purchase insurance products through its licensed insurance activities. The brochure also describes community workshops (typically free or nominally priced) and a range of fee arrangements beyond simple asset‑based billing, as well as recommendations of custodians such as Altruist and Betterment for Advisors, which are less common features among firms in this category.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Irs tax representative and planning; insurance sales ((life, disability, long-term care)
Irs tax representative and planning; insurance sales ((life, disability, long-term care)
Expertise
Income planning
General tax planning
Long-term care insurance
Disability insurance
Life insurance needs analysis
Occupation focus
Founder/Business Owner
Demographic focus
Mid-Career Professionals
Young Families
Fee options
Comprehensive Financial Planning: $3,500 to $7,500 depending on complexity.
$0 - $500,000: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000+: 0.75%
Insurance products are commission-based.
Ongoing Planning & Accountability subscription starting at $500 per month.
Fee-only: Comprehensive Financial Planning: $3,500 to $7,500 flat fee; Ongoing Planning & Accountability: subscription starting at $500/month; Tax Planning starting at $2,500; IRS Representation $3,500 to $10,000 case-based.
Main office location
Dovermont Wealth & Tax Solutions
400 Rella Blvd
Montebello NY 10901, United States
Number of offices
1
Most active in
Dovermont Wealth & Tax Solutions has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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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