VETTED
Tel: 800-549-3227 6275 W Plano Pkwy Ste 555 Dallas, TX 75093
About Dash Investments
Ranked "TOP ADVISOR 2025" by Forbes, Newsweek, USA Today, and Rated 5 Stars on Google Reviews. For 20+ years, we have provided expert Financial Planning, Portfolio Management, Tax, and Estate Planning services. Dash is a fee-only Independent Fiduciary Investment firm. Client portfolios are personally overseen by our Executive Investment Committee, a team with over 50 years of combined experience. Heading the committee is Founder & Chief Investment Officer Jonathan Dash. Mr. Dash graduated from the University of Southern California in Finance and has also completed numerous Executive Programs at both Harvard Business School and Columbia Business School covering Corporate Restructuring, Financial Analysis, and Valuation. Our Philosophy is that each client deserves individual attention and proactive service. We want to be a partner in your success.
Google Reviews
Read articles by Jonathan Dash
See DisclosuresGoogle Reviews
Read articles by Jonathan Dash
General Information
Firm Start Year:
2004
No. of Employees:
5-9 Employees
States Licensed in:
All 52 States
Number of Years with Current Firm:
21
Work with the following types of clients:
High-net-worth families, Non-Profit Organizations, Individual Investors, Businesses
Advisory Services Provided:
Estate Planning & Trusts, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Wealth Management
Services
Investment Types:
Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs), Alternative Investments
I provide a free initial consultation:
Yes
Preferred meeting methods
Can meet clients in the following ways:
Email, Your Office, Phone, Video Conference, Your Home, Our Office
Compensation and Fees
Fee Structure:
Fee-Only
Firm Information
Firm's Number of Clients:
470
Firm's Number of Planning Clients:
470
Firm's Number of Managed Clients:
470
Assets Managed by Firm:
$700,000,000
Disclosures
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Solicitor's Written Disclosure Document: https://dashinvest.box.com/v/WrittenDisclosureStatement Disclosure Brochure (Form ADV, Part 2): https://dashinvest.box.com/v/FormADVBrochure. If you would like to receive a copy of the Disclosure Brochure by mail, you can request one by calling Dash at 1-800-549-3227.
https://dashinvest.box.com/v/FormCRSPart3
https://dashinvest.box.com/v/DisclosuresRequirements
Solicitor's Written Disclosure Document: https://dashinvest.box.com/v/WrittenDisclosureStatement Disclosure Brochure (Form ADV, Part 2): https://dashinvest.box.com/v/FormADVBrochure. If you would like to receive a copy of the Disclosure Brochure by mail, you can request one by calling Dash at 1-800-549-3227.
https://dashinvest.box.com/v/FormCRSPart3
https://dashinvest.box.com/v/DisclosuresRequirements
Additional Detailed Disclosures
Office Hours
Monday8:00 AM - 7:00 PM
Tuesday8:00 AM - 7:00 PM
Wednesday8:00 AM - 7:00 PM
Thursday8:00 AM - 7:00 PM
Friday8:00 AM - 7:00 PM
Saturday8:00 AM - 7:00 PM
Sunday8:00 AM - 7:00 PM
Awards & Recognitions
FA top IRA(01/14/2025)
FA top IRA
Forbes best in state(01/14/2025)
Forbes best in state
INC 5000(01/14/2025)
INC 5000
Investor.com(01/14/2025)
Investor.com
Newsweek(01/14/2025)
Newsweek
USA today(01/14/2025)
USA today
Research This Advisor
Talk to an AdvisorFINRA/SEC Registered Advisors
Your Information is Safe and Secure
