A complete list of active advisors currently associated with Dutton Financial Planning, LLC

Warmer can help you find a great advisor at Dutton Financial Planning, LLC or one who fits your needs even better.

The firm provides discretionary asset management, personal and business financial planning, and ERISA 3(21) retirement-plan advisory services to individuals, high‑net‑worth clients, trusts, estates and business entities. It also arranges third‑party management through sub‑advisors and a co‑advisor relationship to deliver model portfolios and ongoing oversight. DFP tailors portfolios to each client’s goals, time horizon and risk tolerance and conducts periodic account reviews with rebalancing as appropriate; day‑to‑day trading authority is typically discretionary. The firm may engage sub‑advisors or third‑party managers and discloses the use of a range of techniques — including options and other derivatives and the ability to trade on margin — within its risk framework. What is distinctive about the firm is its explicit use of derivatives in separately managed accounts, an approach the brochure highlights and that is uncommon among similar independent advisers. The firm operates at a modest scale with a limited number of client relationships, combines outsourced model/co‑advisor arrangements with in‑house oversight, and its principal holds CFP and CIMA professional credentials.

To learn more about the advisors currently working at Dutton Financial Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Timothy Dutton	Aledo, TX	5

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