About DUNBAR ASSOCIATES, LLC
DUNBAR ASSOCIATES, LLC is a reputable financial advisory firm that provides expert services to individuals, families, and businesses. With a team of experienced and knowledgeable advisors, the firm aims to help clients achieve their financial goals and secure their financial futures.
How does the advisor help clients – Key Takeaways:
- Comprehensive financial planning services to create customized strategies for each client’s unique needs.
- Expertise in various areas such as retirement planning, investment management, tax planning, and estate planning.
- Collaborative approach with clients to understand their financial goals and objectives.
- Regular monitoring and reevaluation of financial plans to ensure they remain aligned with clients’ changing circumstances.
- Highly personalized services tailored to individual clients’ needs and risk tolerance.
Facts and Insights
DUNBAR ASSOCIATES, LLC has been in business for over 10 years and has established a strong reputation for providing excellent financial guidance and services. The firm is registered with the Securities and Exchange Commission (SEC) and adheres to the fiduciary standard, always acting in the best interest of its clients. As of their most recent Form ADV filing in 2020, the firm reported over $500 million in assets under management and operates with a team of 10 financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 10+ years |
Figures based on most recent Form ADV filing in 2020.
Financial Services Offered
DUNBAR ASSOCIATES, LLC offers a wide range of financial services to cater to the diverse needs of its clients. These services include:
- Comprehensive Financial Planning
- Investment Management
- Tax Planning
- Estate Planning
- Retirement Planning
- Insurance Planning
- College Savings Planning
- Charitable Giving
Client Types
DUNBAR ASSOCIATES, LLC serves a variety of clients, including:
- High-net-worth individuals
- Retirees
- Business owners
- Families
- Young professionals
- Trusts and estates
Fees & Compensation
DUNBAR ASSOCIATES, LLC charges fees based on a percentage of the assets under management, with rates varying depending on the size and complexity of the client’s portfolio. The firm also offers hourly fees for financial planning services. Clients may also incur transaction and custodial fees charged by third parties. The firm’s fee structure is clearly outlined and transparent to clients, and the advisors are committed to finding the most cost-effective solutions for their clients.
Background
DUNBAR ASSOCIATES, LLC was founded by Jane Dunbar, a highly experienced financial advisor with over 20 years of industry experience. She holds various industry licenses and has a Bachelor’s degree in finance. The firm takes pride in its team of dedicated and knowledgeable advisors who constantly stay updated with the latest financial trends and strategies to provide the best services to their clients.
Financial Advisor Disclosures to Know
While DUNBAR ASSOCIATES, LLC strives to provide transparent and high-quality services, there are a few important disclosures to be aware of:
- The firm has disclosed one regulatory event in their Form ADV.
- None of the firm’s advisors