Dovermont Wealth & Tax Solutions
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Dovermont Wealth & Tax Solutions serves 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 community educational workshops. The firm also provides limited-scope, one-time financial strategy engagements and assistance with ITIN applications as part of its tax services.
Advisory services are tailored to each client’s goals, income, family situation, risk tolerance, and time horizon, with formal reviews at least annually. Investment recommendations draw on fundamental and technical analysis and may include equities, fixed‑income, ETFs and mutual funds; investment management is provided on an asset‑based basis, with discretionary authority offered when authorized in writing.
Compared with many independent, solo advisers, the firm combines tax representation and financial planning more directly—its principal is an Enrolled Agent authorized to represent taxpayers nationwide and holds financial planning credentials. It also offers community workshops (generally at no charge) and may receive commissions when clients purchase insurance products through the firm, a compensation practice that the brochure discloses as a potential conflict of interest.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Comprehensive financial planning flat fees range from $1,800 to $7,500; One-time financial strategy services range from $300 to $7,500; Tax planning starts at $2,500 with IRS representation $3,500 to $10,000.
$0 - $499,999: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000+: 0.75%
Commissions are charged on insurance products when clients purchase through Dovermont licensed agents.
Ongoing financial planning and accountability fees are annual fixed fees ranging from $1,800 to $7,500, depending on service level and complexity.
Main office
400 Rella Blvd
Montebello NY 10901
Advisors at this office
1
Most active in
New York
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.
Forms ADV
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”)