Dominguez Wealth Management Solutions, Inc.

SEC-regulated
Registered investment advisor
Dominguez Wealth Management Solutions, Inc. is an SEC-registered investment adviser established in 2014, based in Virginia. The firm offers investment management services, financial planning, consulting, and pension consulting services. Investment management involves personalized portfolio creation based on client goals and risk tolerance, with discretion over accounts. Financial planning services cover various areas like tax planning, investments, insurance, retirement, and estate planning. Consulting services focus on specific financial concerns. Pension consulting services offer services like Investment Policy Statement Preparation, Selection of Investment Vehicles, Monitoring of Investment Performance, and Employee Communications. The firm manages over $186 million in client assets, with fees based on a percentage of assets under management. Portfolio management fees range from 0.1% to 0.3% quarterly. Financial planning fees vary from $1,500 to $10,000. Consulting fees are $225 per hour, and pension consulting fees range from 0.50% to 1.25% based on the client's advisory contract terms. Dominguez Wealth Management Solutions does not charge performance-based fees and serves various client types, including individuals, high net worth individuals, and pension and profit sharing plans. The firm uses various methods of analysis, investment strategies, and risk assessment techniques to manage client accounts effectively. The firm's Code of Ethics ensures high ethical standards, and clients have the discretion to direct brokerage practices. The firm does not vote on client securities' proxies and has no financial conditions impairing its obligations.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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