The Dedicated Dollar
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,050,000
Clients
14
0% 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
14
TypicalAverage account size
$289,286
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
Financial planning
Portfolio management
Selection of other advisers
Expertise
Passive / index investing
Tax-loss harvesting
Cash flow / budgeting
Business ownership considerations
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 location
The Dedicated Dollar
Fort Worth TX, United States
Number of offices
1
Most active in
The Dedicated Dollar has reported serving >5 clients in these states in the last 12 months.
Texas
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.
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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.
-
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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