DOVETAIL FINANCIAL GROUP LLC
SEC RegisteredYour Life. Your Wealth. Connected.
About the firm
Dovetail Financial Group LLC is a fee-only Registered Investment Adviser headquartered in Wilmington, NC, providing fee-only financial planning and fiduciary investment management for people nearing or living in retirement. The firm operates under a fiduciary standard of care, with advisors paid through advisory fees rather than commissions. Its team includes CFP® professionals and serves clients in southeastern North Carolina, the Atlanta metro area, and across the U.S.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement income planning, investment management, retirement tax planning, healthcare and longevity planning, legacy and family support, and work and identity transitions planning, all delivered under a fee-only fiduciary model.
Who they serve
People nearing or living in retirement, including those in southeastern North Carolina, the Atlanta metro area, and across the U.S.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 300 | $161M |
| High Net Worth Individuals | 41 | $138M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| up to $1,000,000 | 1.25% |
| $1,000,000 to $3,000,000 | 1.00% |
| $3,000,000 to $5,000,000 | 0.75% |
| $5,000,000+ | 0.00% |
Data as of March 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DOVETAIL FINANCIAL GROUP LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.