Dawson Investment Management fees and pricing
Financial planner in Walnut Creek, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 11, 2026, Dawson Investment Management charges $1,000 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $1,000/hr
“Dawson Inv Mng offers financial planning services at an hourly rate of $1,000 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Dawson Investment Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Wealth Management Services Investment advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees are negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
How Dawson Investment Management’s fees compare
- Its hourly rate of $1,000 is above the California median of $300. 98% of the 932 other California planners that publish an hourly rate charge less.
- 12 of the 12 other planners in Walnut Creek that publish an hourly rate charge less.
About Dawson Investment Management
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2020 (6 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2.5% a year
- Clients
- 106
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $40,125,166
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 312098
- Phone
- (925) 673-1300
Other planners in Walnut Creek that publish fees
- Babylon Wealth Management LLCWalnut Creek$300/hr, $2,000-$15,000
- Barentsen Advisory Services, LLCWalnut Creek$250/hr, $100-$2,000
- Burton Enright WelchWalnut Creek$350/hr, $2,500-$10,000
- Capital Management Advisor Group, LLCWalnut Creek$500/hr, $10,000
- Cavu Wealth Advisors, LLCWalnut Creek$450/hr, $10,000/yr
- Dhamma CapitalWalnut Creek$500/hr, $1,500-$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.