Dtrt Advisors, LLC

Dtrt Advisors, LLC (CRD# 150756) is a financial advisory firm headquartered in Gainesville, FL. They manage $9,200,000 in 76 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    76
    ACCOUNTS
  • Average Account Value
    $121,053
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
  • Pension consulting services
  • Educational seminars/workshops
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.

FL

Financial Advisors at Dtrt Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
William J. Cooper
CRD#: 1601957
9127 Sw 52nd Avenue, D-102 Suite C, Gainesville, FL 32608
93
Wealthminder
score

William Cooper (CRD# 1601957) is an Investment Advisor Representative working at Dtrt Advisors, LLC in Gainesville, FL and has over 15 years of experience in the finance industry.

2
Ronald H. Kutz
CRD#: 4907493
9127 Sw 52nd Avenue, D-102 Suite C, Gainesville, FL 32608
78
Wealthminder
score
Ronald Kutz (CRD# 4907493) is an Investment Advisor Representative working at Dtrt Advisors, LLC in Gainesville, FL and has over 11 years of experience in the finance industry. Ronald Kutz 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 putclients' interests first and comply with the Financial Planning Practice Standards.
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