Fee-only adviser · Jackson, MI
Dillon & Associates Inc
Dillon & Associates Inc is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Jackson, Michigan. On its latest Form ADV, filed June 30, 2026, it reports $916M in regulatory assets under management, 368 individual clients and 4 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 | 104662 · SEC file 801-31572 |
| Office | 2585 Spring Arbor Road Jackson, MI 49203 |
| Phone | (517) 796-7090 |
| Website | www.dillon-assoc.com |
| Regulatory assets under management | $916M ($164M discretionary) |
| Individual clients | 328 non-high-net-worth, 40 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Portfolio management, Pension consulting |
| Employees | 8 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | June 30, 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 offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- 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 Jackson
- Richmond Brothers, Inc. $241M
Nearby
- Spring Arbor 1 firm
- Clarklake 1 firm
- Chelsea 1 firm
- Dexter 2 firms
- Marshall 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Dillon & Associates Inc? Update this listing.