DUTTON FINANCIAL PLANNING, LLC

DUTTON FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 328563). Regulatory assets under management: $552K.

Registration

• CRD: 328563
• Type: Registered investment adviser
• Phone: 940-736-8380
• Latest filing: 2026-06-11
• Regulatory AUM: $552K
• Discretionary AUM: $552K
• Clients: 1
• Accounts: 6

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328563 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search