Dominguez Wealth Management Solutions, Inc.

Dominguez Wealth Management Solutions, Inc. (CRD# 173083) is a financial advisory firm headquartered in Williamsburg, VA. They manage $52,094,073 in 322 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    322
    ACCOUNTS
  • Average Account Value
    $161,783
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA, TX, VA

Financial Advisors at Dominguez Wealth Management Solutions, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey P. Dominguez
CRD#: 5483499
205 Bulifants Boulevard, Suite D, Williamsburg, VA 23188
96
Wealthminder
score

Jeffrey Dominguez (CRD# 5483499) is an Investment Advisor Representative working at Dominguez Wealth Management Solutions, Inc. in Williamsburg, VA and has over 7 years of experience in the finance industry. Jeffrey Dominguez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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