Dovetail Wealth Management, LLC

Dovetail Wealth Management, LLC (CRD# 291068) is a financial advisory firm headquartered in Taylor, TX. They manage $278,311,308 in 790 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    278
    MILLION
  • Total Number of Accounts
    790
    ACCOUNTS
  • Average Account Value
    $352,293
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA

Financial Advisors at Dovetail Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Christopher J. Carruthers
CRD#: 6043416
301 North Main Street, Taylor, TX 76574

Christopher Carruthers (CRD# 6043416) is an Investment Advisor Representative working at Dovetail Wealth Management, LLC in Taylor, TX and has over 11 years of experience in the finance industry.

2
Michael A. Derosa
CRD#: 4079942
301 North Main Street, Taylor, TX 76574

Michael Derosa (CRD# 4079942) is an Investment Advisor Representative working at Dovetail Wealth Management, LLC in Taylor, TX and has over 24 years of experience in the finance industry.

3
Teresa L. Hettinger
CRD#: 2518250
301 North Main Street, Taylor, TX 76574

Teresa Hettinger (CRD# 2518250) is an Investment Advisor Representative working at Dovetail Wealth Management, LLC in Taylor, TX and has over 27 years of experience in the finance industry.

4
Louis R. Hughes
CRD#: 2987735
301 North Main Street, Taylor, TX 76574

Louis Hughes (CRD# 2987735) is an Investment Advisor Representative working at Dovetail Wealth Management, LLC in Taylor, TX and has over 26 years of experience in the finance industry.

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