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DUTTON FINANCIAL PLANNING, LLC
Dutton Financial Planning, LLC operates as an unclassified single-family office focused on private wealth management and intergenerational financial...
DUTTON FINANCIAL PLANNING, LLC
Dutton Financial Planning, LLC is an SEC-registered investment adviser in Aledo, TX. The firm manages $551,705 in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Single Family Office
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Is Dutton Financial Planning, LLC a Registered Investment Adviser?
No. Family offices serving a single family are exempt from registration under the Investment Advisers Act of 1940, and Dutton Financial Planning, LLC is categorized as Unclassified, which is consistent with an unregistered single-family office structure. It does not solicit or manage outside capital.
What is the wealth origin of the family behind Dutton Financial Planning?
The source of wealth has not been publicly disclosed. Given the firm's name and structure, the capital likely originated from a private business exit, professional services partnership, or inherited estate, but no specific industry or transaction is attributable.
Does Dutton Financial Planning manage money for outside clients?
No. Based on its unclassified status and single-family office designation, the firm exclusively manages assets and financial planning for a single family. It does not operate as a multi-family office, RIA, or commercial wealth manager.
What is the investment strategy of Dutton Financial Planning?
The specific investment strategy is not publicly documented. Inferred from its structure, the firm likely prioritizes capital preservation, tax efficiency, and estate planning through a mix of traditional asset classes, avoiding the liquidity and transparency demands of a commercial fund structure.
Are there any known principal names or officers associated with the firm?
No principal names, investment committee members, or officers have been publicly disclosed. This opacity is typical for family offices structured purely for internal wealth management without a marketing or capital-raising function.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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