Dyer Private Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$57,249
Clients
0
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
0
Very LowAverage account size
—
About
Dyer Private Wealth Management provides portfolio management, financial planning (offered on both fixed‑fee and hourly bases), and hourly financial wellness coaching to individuals, high‑net‑worth clients, and business owners. Services include preparing an Investment Policy Statement, offering discretionary portfolio management, and coordinating with third‑party managers when appropriate.
The firm’s investment process combines modern portfolio theory and cyclical analysis and primarily implements strategies using exchange‑traded funds along with equities, mutual funds, fixed‑income securities, inflation‑protected bonds, and fee‑only insurance products. It uses both long‑term and short‑term trading approaches, documents risk tolerance and objectives in client IPSs, and conducts ongoing monitoring while evaluating third‑party managers for client suitability.
Distinctive features include a recent 2025 formation, a formal financial wellness coaching program that integrates behavioral finance, and the addition of hourly planning services in its disclosures. The firm’s principal is a CFP® professional with a non‑traditional academic background and discloses an outside business activity in landscape management, and the firm notes an uncommon household aggregation practice that may extend fee calculations to include extended family members in certain cases.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Annuities
Occupation focus
Founder/Business Owner
Demographic focus
Values-based investing
Fee options
Financial planning fixed fees typically range from $0 to $2,500 per engagement
$0 - $250,000: 1.50% $250,001 - $500,000: 1.35% $500,001 - $1,000,000: 1.20% $1,000,001 - $2,000,000: 1.05% $2,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.60%
Up to $200 per hour, negotiable
Fee-only: Fixed fees from $0 to $2,500 per engagement; Hourly fees up to $200 per hour, both negotiable
Main office location
Dyer Private Wealth Management
Sparks Glencoe MD, United States
Number of offices
1
Most active in
Dyer Private Wealth Management has reported serving >5 clients in these states in the last 12 months.
Maryland
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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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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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