Dominguez Wealth Management Solutions

Wealth Management Firm in Prince George County, VA

Firm Info
Address: 304 Bulifants Blvd STE 101, Williamsburg, VA 23188, USA
Phone: (757) 645-9252

Firm Size
Assets Under Management: $127.5 million
# of Advisors: 3
# of Clients: 527
Client to Advisor Ratio: 176:1
Average Account Size: $241,933
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Dominguez Wealth Management Solutions, Inc. Overview

Dominguez Wealth Management Solutions, Inc. is a fee-only investment advisory firm headquartered in Williamsburg, VA. Since its establishment in 2021, the firm has been providing investment advice only to its clients. Its fee-only fee arrangement means that the firm does not earn any commissions or receive kickbacks from vendors or funds, which ensures that clients receive unbiased advice. The firm's expertise lies in financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutional clients, and pension consulting services. Their team of financial advisors uses an evidence-based approach in managing clients' investments to ensure that the strategies they develop are based on rigorous research and analysis. With years of experience in the financial industry, Dominguez Wealth Management Solutions, Inc. offers its clients personalized services that take into consideration their unique financial goals and risk tolerance. The firm's commitment to making its clients' investment journey stress-free and rewarding has earned them a reputation as a reliable and trusted financial advisory firm.

DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC. is a financial services firm that serves a diverse array of clients. Whether you are an individual investor seeking guidance on how to grow your retirement nest egg, or a high net worth individual looking for customized wealth management solutions, this firm has the expertise and experience to help you achieve your goals. With a focus on comprehensive financial planning, DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC. provides its clients with a wide range of investment management services, including asset allocation, tax planning, retirement planning, and estate planning. When it comes to fee structures, DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC. offers several options depending on the services provided. For clients who engage the firm for investment management services, the fee is typically a percentage of assets under management (AUM). This fee structure aligns the interests of the client with those of the firm, as the advisor's compensation is tied to the performance of the client's portfolio. For clients seeking financial planning advice on an as-needed basis, a hourly fee is often the most appropriate arrangement. This structure allows clients to pay only for the advice they need, rather than locking in to a long-term contract. Finally, for clients with more complex needs that require ongoing attention, fixed fees may be available. No matter which fee structure is chosen, clients of DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC. can rest assured that they are getting top-notch financial advice and service.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure for Dominguez Wealth Management Solutions, Inc., there is no mention of an investment minimum. Therefore, it is unclear what the minimum investment requirement is for this firm.

How This Office Can Help Prince George County, VA Residents

Dominguez Wealth Management Solutions provides comprehensive financial planning services to clients in Prince George County, VA. The firm's experienced team works closely with clients to understand their unique financial situations and develop customized strategies to help them achieve their goals. Residents of Prince George County, VA face a range of financial challenges, from planning for retirement to saving for their children's education. Many may also be dealing with debt, such as student loans or credit card balances, that can make it difficult to build wealth over time. Dominguez Wealth Management Solutions can help these individuals develop a budget and savings plan, invest wisely, and manage their debt effectively so they can achieve financial stability and security for themselves and their families.


Services Offered by Dominguez Wealth Management Solutions, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Dominguez Wealth Management Solutions, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 304 Bulifants Blvd STE 101, Williamsburg, VA 23188, USA
Phone (757) 645-9252
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Dominguez Wealth Management Solutions, Inc. is registered to service clients in the following states:

  • Florida
  • Nebraska
  • North Carolina
  • Pennsylvania
  • Texas
  • Virginia

Disciplinary History

Dominguez Wealth Management Solutions, Inc. does not have any disclosures. Please visit it's Form ADV for more details.