Dunn Financial Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$29,704,818
Clients
40
20% high-net-worth
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
40
HighAverage account size
$742,620
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
Financial planning
Portfolio management
Expertise
General retirement planning
Tax strategies for small businesses
College savings (529s, UTMA, etc.)
General estate planning guidance
Cash flow / budgeting
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 location
Dunn Financial Advisors, LLC
Winchester VA, United States
Number of offices
1
Most active in
Dunn Financial Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
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:
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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.
-
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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