Financial Dimensions, Inc.

Financial Dimensions, Inc. (CRD# 121379) is a financial advisory firm headquartered in Lutherville-Timonium, MD. They manage $28,663,898 in 174 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    174
    ACCOUNTS
  • Average Account Value
    $164,735
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

MD

Financial Advisors at Financial Dimensions, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Patrick J. Tuma
CRD#: 2933086
1215 York Road, Lutherville-Timonium, MD 21093
96
Wealthminder
score

Patrick Tuma (CRD# 2933086) is an Investment Advisor Representative working at Financial Dimensions, Inc. in Lutherville-Timonium, MD and has over 19 years of experience in the finance industry. Patrick Tuma 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.

2
Ronald W. Shockley
CRD#: 4566263
1215 York Road, Lutherville-Timonium, MD 21093
90
Wealthminder
score

Ronald Shockley (CRD# 4566263) is an Investment Advisor Representative working at Financial Dimensions, Inc. in Lutherville-Timonium, MD and has 1 year of experience in the finance industry. Ronald Shockley 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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