Dyer Financial Advisory
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$24,283,693
Clients
13
69% 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
13
TypicalAverage account size
$1,867,976
About
Dyer Financial Advisory is an independent, fee-only registered investment adviser run by a single advisor that serves a small roster of individual clients, trusts, estates, charities and businesses, including entrepreneurs and self‑employed professionals (e.g., doctors, dentists, attorneys). The firm provides financial planning, investment consultation and investment supervisory services and may deliver those services on either a standalone or ongoing basis.
The firm operates under a fiduciary standard and emphasizes long-term, asset-allocation decisions grounded in Modern Portfolio Theory, favoring buy‑and‑hold approaches and low‑cost index funds while occasionally using active elements such as covered calls. Clients work with the firm to develop investment policy statements and may engage for one‑time planning, interactive “real time” planning sessions, or ongoing discretionary management.
Compared with peers, Dyer Financial Advisory regularly offers educational workshops (generally pro bono or sponsor‑funded) and a focused two‑hour interactive planning package for single‑issue situations, services that are less common among independent firms. The principal’s additional certifications in life planning, coaching and Kolbe assessment work, together with an external consulting role at BoldHaus that consumes a material portion of his time, and the firm’s small client base (about 13 clients with roughly $24.3 million in assets under management) shape an advisory model that integrates coaching and business planning with investment advice.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Tax strategies for small businesses
Occupation focus
Founder/Business Owner
Doctor or Medical Professional
Dentist
Attorney
Consultant
Demographic focus
Mid-Career Professionals
Established Professionals
Fee options
$895 for Real Time Planning Package
$0 - $1,000,000: 0.80% annually $1,000,001 - $3,000,000: 0.50% annually Above $3,000,000+: 0.25% annually
$350 per hour for Certified Financial Planner Practitioner, $210 per hour for Financial Advisor candidate, $95 per hour for Registered Paraplanner
Account minimum: $100,000 Minimum fee: Minimum quarterly fee of $300 ($1,200 annually) for investment supervisory services Fee-only: Fee-only financial planning, investment consultation, life planning, and business planning services
Main office location
Dyer Financial Advisory
100 West Road, Suite 300
Towson MD 21204, United States
Number of offices
2
Most active in
Dyer Financial Advisory has reported serving >5 clients in these states in the last 12 months.
Maryland · North Carolina · Pennsylvania · 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:
-
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.
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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.
-
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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