Theodore Dwyer
Theodore Dwyer is a CFP, ChFC-designated registered investment advisor at Dwyer Financial, LLC, based in Flagstaff, AZ, with 45 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 131 clients with $41M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
This fee schedule applies to accounts not held at American Funds Service Company. Accounts held at American Funds Service Company are charged 0.5% annually.
Fee Estimator
Location
2615 N. Fourth St. #5, Flagstaff, AZ, 86004
Get directionsHistory
Regulatory History
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 →Other Business ActivitiesSells Insurance
Theodore is involved in independent insurance sales through Dwyer Financial. He also serves as a board member and treasurer of the Arizona Central Credit Union, dedicating minimal time to this role.
Employment History
Current Registrations
Dwyer Financial, LLC
Previous Registrations
R.M. Stark & CO., INC.Broker
Foothill Securities, INC.Broker
Cue Financial Group, INC.
Cue Financial Group, INC.Broker
United Planners' Financial Services of America a Limited PartnerBroker
Securities America, INC.Broker
Fahnestock & CO., INC.Broker
B.C. Christopher Securities CO.Broker
MML Investors Services, INC.Broker
New York Life Securities CORP.Broker
Southwestern Management & Research CorporationBroker
Philadelphia Life Asset Planning CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.