Blaine Dunn is a CFP-designated registered investment advisor at Dunn Financial Advisors, LLC, based in Winchester, VA, with 26 years of industry experience. Blaine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 47 clients with $29M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dunn Financial Advisors can manage your investments for a fee based on a percentage of the value of your portfolio, not to exceed 1.25% annually. They may also charge a retainer fee or an hourly rate. The specific fee arrangement is determined before you start working with them.
Contact
Blaine Dunn
Location
Winchester, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Dunn Financial Advisors, LLC
State Registrations1 state
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