RIA Intel›Advisers›Texas›DUTTON FINANCIAL PLANNING, LLC

DUTTON FINANCIAL PLANNING, LLC

Advisory

Data as of Aug 17, 2026 · Source: SEC Form ADV

Rank in TX

#2,719

of 2,813 advisers by AUM

Average account

$92K

across 6 accounts

AUM per adviser

$552K

1 adviser

Source: SEC Form ADV. Figures as filed Aug 17, 2026.

Total AUM

$552K

Discretionary %

100%

Clients

3

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$552K

Discretionary AUM$552K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients3

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

3 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

BOGGS WALLACE WEALTH PARTNERS LLC

DENTON, TX

$566K

TURTLE CREEK WEALTHCARE, INC.

$530K

SAN ANTONIO WEALTH, LLC

$523K

LONGITUDE FINANCIAL PLANNING, LLC

$582K

KHAN INVESTMENT INC.

HOUSTON, TX

$593K

-44.4% 1Y

P&P WEALTH MANAGEMENT LLC

VICTORIA, TX

$600K

Get the full picture on DUTTON FINANCIAL PLANNING, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track DUTTON FINANCIAL PLANNING, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans