Dominion Financial Consultants, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$16,923,966
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
17
53% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
17
TypicalAverage account size
$995,527
About
Dominion Financial Consultants is a fee-only advisory firm that provides comprehensive financial planning and portfolio management primarily for individual clients; its disclosures also indicate support for institutional clients, charitable organizations, and pension consulting engagements. The firm typically charges asset-based fees and offers ongoing portfolio management alongside broader financial planning services.
Advisory work is informed by the principal’s CPA, J.D., and CFP credentials and by prior tax-policy and tax-practice roles, including senior work at the Internal Revenue Service and service on a Senate finance committee; the brochure also notes the adviser may provide legal services to clients. This background underpins a tax-focused planning approach that emphasizes retirement, estate, and pension-related issues within client portfolios.
Compared with many independent peers, the firm’s combination of legal and accounting licenses together with government tax experience is a notable differentiator and supports work with institutional plans and charitable clients—areas that are relatively uncommon among similar firms. The practice is positioned as a small, fee-only advisory business that integrates tax and legal expertise into its investment and retirement consulting services.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
General tax planning
Occupation focus
Attorney
Fee options
Fee-only: Fee-Only Financial Advisor (specific fee amounts not stated)
Main office location
Dominion Financial Consultants, LLC
1701 Pennsylvania Avenue, Suite 200
Washington DC 20006, United States
Number of offices
3
Most active in
Dominion Financial Consultants, LLC has reported serving >5 clients in these states in the last 12 months.
District of Columbia · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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