The Dedicated Dollar
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Dedicated Dollar, LLC is a state-registered independent investment adviser that works with individual clients, including high net-worth households, to deliver tailored portfolio management and a range of planning services. The firm provides project-based and hourly financial planning, along with ongoing comprehensive planning and business-planning consulting for clients who operate or plan to exit small businesses.
TDD’s investment approach is grounded in Modern Portfolio Theory and primarily uses passive, asset-class portfolios constructed with index mutual funds and ETFs, with asset allocation guided by a client-specific investment policy. The advisor implements models through Charles Schwab Institutional Intelligent Portfolios — including automated rebalancing and optional tax-loss harvesting — and may also recommend third‑party managers (TAMPs) while accommodating reasonable client-imposed investment restrictions.
Noteworthy aspects include a relatively small client roster supporting multi‑million dollars in assets under management and a hybrid service model that pairs asset-based portfolio management with subscription-style ongoing planning plus project engagements. The firm is led by a CFP® practitioner with prior wirehouse experience, does not accept custody except to withdraw fees, and generally does not provide separate written reports to investment advisory clients.
Client services
Expertise
Fee options
Upfront charge of $4,500 for ongoing comprehensive financial planning
1.00% annually
$450 per hour
$450 per month for ongoing comprehensive financial planning
Main office
Fort Worth TX
Advisors at this office
1
Most active in
Texas
Also doing business as
The Dedicated Dollar · The Dedicated Dollar, LLC
Disclosures
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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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