CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
1 advisor
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
1 advisor
Number of Clients
47 clients
Average Client Portfolio
$624K average
Assets Under Management
$29.3M
Fee Structure
I am sorry, but I cannot provide fee information as it is not present in this document.
Areas of Practice
Investment ManagementRetirement PlanningInsurance PlanningTax PlanningEstate Planning
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Advisor Information
Office location
Winchester, VA
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Blaine Parry DunnRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Dunn Financial Advisors, LLC
April 1999 - Present · 26 yrs 9 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.