Fee-only adviser · Plano, TX
Dash Investments
Dash Investments is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Plano, Texas. On its latest Form ADV, filed September 10, 2026, it reports $682M in regulatory assets under management, 432 individual clients and 7 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 135281 · SEC file 801-113360 |
| Office | 6275 W Plano Pkwy Suite 555 Plano, TX 75093 |
| Phone | (800) 549-3227 |
| Website | www.dashinvestments.com |
| Regulatory assets under management | $682M |
| Individual clients | 92 non-high-net-worth, 340 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 9 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 10, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Plano
- Fisher Investments $386.7B
- Sfmg Wealth Advisors $3.0B
- Insight Wealth Partners $1.1B
- Nexus One Financial Advisors LLC $552M
- Fulcrum Wealth Management $193M
- Moss, Luse & Womble, LLC $803M
See all 36 fee-only advisers in Plano →
Nearby
- Carrollton 3 firms
- Frisco 13 firms
- The Colony 1 firm
- Addison 4 firms
- Richardson 7 firms
- Allen 5 firms
- Lewisville 2 firms
- Little Elm 1 firm
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