Dunn Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Dunn Financial Advisors, LLC provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, small businesses, and certain pension and profit‑sharing plans and other business entities. Advisory services cover goal setting, cash‑flow and tax planning, retirement and estate planning, education funding, and investment implementation.
The firm operates on a fee‑only basis and typically manages client assets on a discretionary basis under a limited power of attorney while also offering consultations when clients prefer to retain final investment decisions. Portfolios emphasize strategic asset allocation and global diversification, using a mix of passive index/ETF exposure and selectively chosen actively managed funds, with net worth statements and periodic reviews used to monitor progress.
What is noteworthy relative to many independent firms is that Dunn also provides portfolio management to institutional‑type clients such as pension and profit‑sharing plans and charitable organizations, a service relatively uncommon among peer firms. The firm also maintains written business continuity planning and a formal business continuation arrangement with another advisory firm, which are governance features not always present at comparable independent advisors.
Client services
Expertise
Fee options
up to 1.25% annually
Up to $350/hour
Retainer fees are negotiable prior to engagement.
Fee-only: The firm is fee-only and does not accept commissions.
Main office
Winchester VA
Advisors at this office
1
Most active in
Virginia
Also doing business as
Blaine P. Dunn · Dunn Financial Advisors · Dunn Financial Advisors, LLC · Dunn Mistr Tederick, 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:
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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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