Dawson Wealth Management LLC is an independent practice established in 1985 distinctly qualified to provide you with all of your financial planning needs.
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Fred Dawson, Wealth Manager, is the recipient of the 2024 Forbes Best-In-State Wealth Advisors award.
Fred Dawson, Wealth Manager, is the recipient of the 2024 AdvisorHub award.
Fred Dawson, Wealth Manager, is the recipient of the 2024 FSI Advocacy Circle of Excellence Award.*
Dedicated To The Prudent Stewardship Of Our Clients' Wealth
About Forbes Top Wealth Advisors Best-In-State (2024)
Forbes Top Wealth Advisors Best-in-State (2024) The Forbes Top Wealth Advisors Best-In-State 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
2024 AdvisorHub 100 Solo Practice Advisors to Watch
The 2024 AdvisorHub 100 Solo Practice Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 12/31/2022 – 12/31/2023, and was released on 6/20/2024. Advisors considered have a minimum of seven years' experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,816 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub. https://www.advisorhub.com/advisors-to-watch-solo-2024/
*FSI Advocacy Circle of Excellene Award 2024
The 2024 FSI Advocacy Circle of Excellence Award was released on 8/26/2024 and recognizes FSI members who are advocates for the independent financial services industry, demonstrating outstanding commitment to advancing advocacy priorities. Winners are determined based on engaging with FSI's advocacy activities throughout the year including: Meeting with legislators and regulators, Hosting a congressional event for FSI members, Providing hearing testimony, Responding to calls to action, Attending FSI Events, and Submitting op-eds in support of an FSI advocacy issue. Of the over 190,000 FSI affiliated advisors, 19 received the recognition in 2024. This ranking is based upon the period from 7/1/2023 to 7/15/2024 and was released on 8/26/2024. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with the Financial Services Institute.