Dovetail Financial Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$298,903,097
Clients
341
Advisors
3
of 6 employees
About
Dovetail Financial Group LLC provides continuous portfolio management, financial planning, and consulting to individuals, high‑net‑worth clients, pension and charitable organizations, and businesses, with an emphasis on people approaching or living in retirement. The firm serves both discretionary and non‑discretionary accounts and delivers written financial plans and targeted consulting engagements.
Investment programs are built from individualized investment policies developed during in‑depth client interviews and rely on mutual fund/ETF analysis, third‑party manager due diligence, and a preference for longer‑term holdings, with portfolios reviewed quarterly and rebalanced as appropriate. The adviser considers tax, liquidity, risk tolerance and client‑directed restrictions when setting objectives and implementing recommendations.
Distinctive features include a small adviser team overseeing roughly $299 million in regulatory assets while primarily serving clients who typically hold $1 million or more in retirement and investment assets, and operating as a fee‑only registered adviser that does not charge performance‑based fees. The firm does not routinely aggregate client trades and does not vote client proxies, leaving proxy voting to clients—operational practices that differ from many peers and can affect trade execution and proxy handling.
Client services
Expertise
Demographic focus
Fee options
Fixed financial planning fees minimum of $2,500; Consulting Services minimum fee of $1,000, fixed fee basis
$0 - $1,000,000: 1.25% $1,000,000 - $3,000,000: 1.00% $3,000,000 - $5,000,000: 0.75% $5,000,000+: Custom (negotiated)
$300 per hour for Financial Planning and Consulting Services
Account minimum: $500,000 Minimum fee: Fixed fees generally range from $2,500 to $7,500, negotiated on a case-by-case basis Fee-only: Firm is fee-only; does not receive commissions or other compensation
Main office
210 4 Avondale Ave
Wilmington NC 28403-7059
Advisors at this office
3
Most active in
California · Florida · Georgia · Mississippi · Nebraska · New Jersey · North Carolina · Ohio · South Carolina · Texas · Virginia
Also doing business as
Dovetail Financial Group LLC · Transitus Wealth Partners 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
Michael G
CFP®, Series 63, Series 66
Wilmington, NC
Dovetail Financial Group LLC
Michael Giblin is a CFP® with 30 years of experience in the financial services industry. He currently works at Dovetail Financial Group LLC and has held prior roles at TransitUs Wealth Partners, UBS Financial Services, and Raymond James Financial Services. He also serves as a faculty member at the Cameron School of Business, University of North Carolina Wilmington, and is a member of the Charity Grants Committee at Landfall Country Club. Dovetail Financial Group LLC provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, pension and charitable organizations, and businesses, focusing on clients near or in retirement. The firm emphasizes personalized investment policies, long-term holdings, and a fee-only advisory model while managing approximately $299 million in assets.
Jeffrey K
Series 66
Wilmington, NC
Dovetail Financial Group LLC
Jeffrey Kirkpatrick is a Series 66-licensed advisor at Dovetail Financial Group LLC with 28 years of industry experience. His prior roles include positions at Transitus Wealth Partners, Hamilton Investment Counsel, LPL Financial, Sterne Agee Investment Advisor Services, Intl Advisory Consultants, and Ameriprise Advisor Services. He serves as president of two business entities focused on tax and investment purposes but unrelated to investment advisory activities. Dovetail Financial Group LLC provides portfolio management, financial planning, and consulting services primarily to individuals nearing or in retirement, high-net-worth clients, pension and charitable organizations, and businesses. The firm emphasizes customized investment policies, thorough due diligence, longer-term holdings, and operates as a fee-only registered adviser with distinctive operational practices regarding trade aggregation and proxy voting.
Ross M
CFP®, Series 63, Series 65
Wilmington, NC
Dovetail Financial Group LLC
Ross Marino is a financial advisor with Dovetail Financial Group LLC in Wilmington, NC, holding a CFP® designation and over 37 years of industry experience. He has held leadership roles at multiple firms, including CEO of The Marino Group and Rekon Intelligence (now Advisor2X), which hosts meetings and conferences for financial advisors. Marino also serves as an advisor on the board of the Financial Transitionist Institute. Dovetail Financial Group LLC provides portfolio management, financial planning, and consulting primarily to individuals approaching or living in retirement, as well as high-net-worth clients, pension and charitable organizations, and businesses. The firm employs individualized investment policies, emphasizes longer-term holdings, and offers both discretionary and non-discretionary services through a small advisory team.
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”)