A complete list of active advisors currently associated with The Dedicated Dollar
Warmer can help you find a great advisor at The Dedicated Dollar or one who fits your needs even better.
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.
To learn more about the advisors currently working at The Dedicated Dollar, 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 |
|---|---|---|
Fort Worth, TX
| 11
|
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