Dovetail Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Dovetail Wealth Management serves individuals (including high‑net‑worth and non‑HNW clients), trusts, retirement plans and business entities with comprehensive portfolio management, standalone financial planning, and retirement‑plan consulting. The firm also provides access to LPL‑sponsored advisory programs and proprietary DWM model portfolios as implementation options.
The firm’s process begins with client discovery to establish objectives and risk tolerance, then combines individualized portfolio construction and ongoing monitoring with model‑driven strategies and third‑party manager selections. Investment methods referenced in the brochure include fundamental and technical analysis, asset allocation across stocks, bonds, ETFs and other instruments, and periodic rebalancing informed by their DWM models and LPL program overlays.
What is distinctive about Dovetail is the scale relative to its adviser team: it manages approximately $333 million for about 857 clients with three advisers, implying an unusually high client‑per‑adviser ratio and reliance on models, platform programs and delegated manager solutions to deliver advice. The firm’s representatives are dually registered with LPL, act as insurance agents/brokers, and the firm sponsors a wrap fee program — operational and compensation intersections that prospective clients may want to review when evaluating suitability.
Client services
Expertise
Fee options
Financial Planning & Consulting flat fees up to $20,000; Retirement Plan Consulting flat fees up to $20,000
Representatives who are also registered representatives of LPL Financial may earn commissions for securities sales outside advisory accounts.
Financial Planning & Consulting hourly fees up to $350; Retirement Plan Consulting hourly fees up to $350
Fee-only: Financial Planning & Consulting: up to $350 per hour; flat fees up to $20,000; Retirement Plan Consulting: hourly or flat fees up to $20,000; fees based on percentage of plan assets up to 1.00%
Main office
301 North Main Street
Taylor TX 76574
Advisors at this office
3
Most active in
Texas
Also doing business as
Bh Financial Management, LLC · Dovetail Wealth Management, 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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
Louis H
CFP®, Series 63, Series 65
Taylor, TX
Dovetail Wealth Management, LLC
Louis Hughes is a CFP® professional with 28 years of industry experience. He has worked with Dovetail Wealth Management, LLC since 2018 and previously spent 20 years at Investment Centers of America, Inc. Hughes serves as a board member of both the Temple College at Taylor Foundation and City National Bank. Dovetail Wealth Management serves individual, trust, retirement plan, and business clients with portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a model-driven approach combining fundamental and technical analysis, asset allocation, and third-party manager selections to manage approximately $333 million for about 857 clients.
Mary Y
Series 66
Taylor, TX
Dovetail Wealth Management, LLC
Mary Yi is a financial advisor at Dovetail Wealth Management, LLC with one year of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial and SHB&C, LLC. Yi also serves as a wealth manager in non-variable insurance activities on a limited basis. Dovetail Wealth Management serves individuals, trusts, retirement plans, and business entities through portfolio management, financial planning, and retirement-plan consulting. The firm uses a process that combines client discovery with model-driven strategies and third-party manager selections, employing asset allocation, fundamental and technical analysis, and periodic rebalancing.
Michael D
Series 63
Taylor, TX
Dovetail Wealth Management, LLC
Michael De Rosa is a financial advisor at Dovetail Wealth Management, LLC with 24 years of industry experience. He has held roles at My Legacy Advisors, LLC and SII Investments, Inc., and has also worked as a self-employed advisor. De Rosa holds a Series 63 designation and is a public notary. Dovetail Wealth Management serves individuals, trusts, retirement plans, and business entities by providing portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a combination of individualized portfolio construction, model-driven strategies, and third-party manager selections, managing approximately $333 million for about 857 clients with a team of three advisors.
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")