Dyer Private Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm is a recently formed, solo independent adviser that works with individuals, high‑net‑worth individuals, and business owners, providing ongoing portfolio management and financial planning. In addition to asset‑based advisory services common among peers, it also offers financial wellness coaching and works with clients on implementation of insurance products through an affiliated insurance activity.
The adviser documents client goals and risk tolerance in an Investment Policy Statement, seeks discretionary authority for trading, and may engage third‑party managers while retaining oversight and monitoring. Investment methods include cyclical analysis and modern portfolio theory, with portfolios that emphasize ETFs (including precious‑metals and inflation‑protected instruments), and the firm provides planning on either a fixed‑fee or hourly basis alongside behaviorally oriented coaching.
Noteworthy differences from many peers include the adviser’s dual role as a licensed insurance agent (an outside business disclosed in the brochure and reported to occupy part of the adviser’s time) and the firm’s low scale and recent formation, reflected in modest assets under management and no account minimum. The firm also discloses operational choices that are atypical for small independents — for example, a stated preference for a specific custodian (Schwab Institutional), the use of TPM platforms without additional client fees, and discretionary household aggregation practices that may extend to extended family.
Client services
Expertise
Occupation focus
Fee options
Fixed financial planning fees typically range from $0 to $2,500, negotiable.
$0 - $250,000: 1.50% $250,001 - $500,000: 1.35% $500,001 - $1,000,000: 1.20% $1,000,001 - $2,000,000: 1.05% $2,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.60%
Commissions for sale of insurance products are accepted by firm personnel who are licensed insurance agents.
Hourly financial planning fees typically $200 per hour, negotiable.
Fee-only: Financial planning fixed fees range from $0 to $2,500; hourly fees typically $200 per hour, negotiable.
Main office
Sparks Glencoe MD
Advisors at this office
1
Most active in
Maryland
Also doing business as
Dyer Private Wealth Management · Dyer Private Wealth Management & Financial Consults Group, 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:
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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
Quick links
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