Pettus & Dawkins Financial Group
- Company typePrivate
- Founded1997
- HeadquartersMiami, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
Pettus & Dawkins Financial Group firmographics
Firmographics- Name
- Pettus & Dawkins Financial Group
- Legal name
- Pettus & Dawkins Financial Group, LLC
- Website
- https://pdfgi.com
- Company type
- Private
- Founded year
- 1997
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Pettus & Dawkins Financial Group industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Finance and Insurance (52)
- SIC
- Investment Advice (6282), Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Private Banking & UHNW Wealth Advisory (FSAEABAC)
- akta.pro secondary industry
- Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)
Keywords
Where Pettus & Dawkins Financial Group is headquartered
LocationHeadquarters
- HQ city
- Miami
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Pettus & Dawkins Financial Group business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Financial Advisory Services: The firm generates revenue through financial planning and consulting services for individuals, businesses, government entities, churches, and non-profit organizations. As a registered investment adviser, services likely include advisory fees, commission-based product sales, or a hybrid fee arrangement.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Custom advisory services with personalized pricing |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Pettus & Dawkins Financial Group product offering
Product offeringCore offering
Pettus & Dawkins Financial Group is an independent, full-service financial planning and consulting firm providing personalized advisory services across retirement planning, estate planning, investment management, insurance, and tax planning. The firm serves individuals, businesses, government entities, churches, and non-profit organizations, with services delivered through a consultative, relationship-based approach supported by a digital resource center of educational content and financial calculators.
Product overview
Pettus & Dawkins Financial Group is an independent, full-service financial planning and consulting firm offering advisory services to individuals, businesses, government entities, churches, and non-profit organizations. Their offering consists of personalized financial planning and advisory services complemented by a digital toolkit of web-based calculators, educational videos, and article content organized across key financial domains: retirement planning, investment management, estate planning, insurance planning, tax planning, and general money management. The digital tools include retirement calculators (401k catch-ups, RMD, annuity comparison), investment tools (net worth, compound interest, student loan payoff), insurance needs calculators, tax estimators, and lifestyle planning calculators (home affordability, rent vs. buy). All of these are supplemented by a library of educational videos and articles covering financial topics.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning and Advisory Services
Companies that use Pettus & Dawkins Financial Group
Customer profileSegments5 records
Ideal customer profiles2 records
Pettus & Dawkins Financial Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Pettus & Dawkins Financial Group partnerships and signals
Strategic signalRecent moves5 records
Expansion highlights4 records
Pettus & Dawkins Financial Group competitors and assessment
Company assessmentDirect peers
- Creative Planning: Large independent Registered Investment Adviser offering comprehensive financial planning, investment management, retirement, estate, and tax planning to individuals and businesses. Comparable because it operates under the same independent, full-service RIA model that Pettus & Dawkins uses, just at a much larger scale.
- Edelman Financial Engines: Independent RIA providing personalized financial planning, investment advisory, and retirement planning services to individuals and corporate clients. Comparable as a direct competitor in the independent, full-service financial planning RIA category.
- Mercer Advisors: Independent RIA offering comprehensive wealth management, financial planning, estate, tax, and retirement plan services to individuals, families, and institutions. Directly comparable as a multi-disciplinary, fee-based independent advisory firm.
- Sequoia Financial Group: Independent, fee-only RIA providing comprehensive wealth management, tax, retirement, and estate planning to individuals and institutions. Comparable as a directly competing independent, full-service RIA with the same advisory and planning product mix.
Broad incumbents
- Northwestern Mutual: Large established financial services company providing investment advisory, insurance, retirement, and estate planning through a national advisor network. Comparable because it offers the same multi-discipline financial planning product set Pettus & Dawkins delivers, but as part of a much broader institutional product portfolio.
- Ameriprise Financial: National diversified financial services firm with a large advisor force offering financial planning, investment, retirement, and insurance solutions. Comparable product offering to Pettus & Dawkins but delivered through a much larger institutional platform.
- Edward Jones: Large national financial services firm providing investment advisory, retirement, and estate planning through a local-branch advisor model. Comparable given its local-advisor approach to comprehensive financial planning for individuals, similar in philosophy to Pettus & Dawkins' relationship-led model.
- Raymond James Financial: Diversified financial services holding company offering wealth management, investment advisory, retirement planning, and banking through an advisor network. Comparable to Pettus & Dawkins in the breadth of financial planning and advisory services offered.
- Charles Schwab (Schwab Wealth Advisory): Large brokerage and advisory firm offering wealth management, financial planning, retirement, and investment services to individuals and institutions. Comparable as a comprehensive financial planning provider, though delivered through a much larger technology-enabled platform.
Emerging players
- Facet Wealth: Digital-first financial planning firm offering flat-fee advice from CFP professionals across retirement, tax, estate, and investment planning. Comparable in offering holistic financial planning services to individuals, but competing via a remote-first, technology-enabled delivery model rather than Pettus & Dawkins' local office approach.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks7 records
Key highlights7 records
Customer concentration
Pettus & Dawkins Financial Group social profiles
Digital presencePettus & Dawkins Financial Group compliance and trust
Trust signalCompliance2 records
Pettus & Dawkins Financial Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Pettus & Dawkins Financial Group leadership team
Management profileNumber of profiles
Profiles2 records
Pettus & Dawkins Financial Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Pettus & Dawkins Financial Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Pettus & Dawkins Financial Group
What does Pettus & Dawkins Financial Group do?
Pettus & Dawkins Financial Group is an independent, full-service financial planning and consulting firm providing personalized advisory services across retirement planning, estate planning, investment management, insurance, and tax planning. The firm serves individuals, businesses, government entities, churches, and non-profit organizations, with services delivered through a consultative, relationship-based approach supported by a digital resource center of educational content and financial calculators.
Is Pettus & Dawkins Financial Group a public or private company?
Pettus & Dawkins Financial Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Pettus & Dawkins Financial Group founded?
Pettus & Dawkins Financial Group was founded in 1997. It employs 1 to 10 people.
Where is Pettus & Dawkins Financial Group based?
Pettus & Dawkins Financial Group is headquartered in Miami, United States, in the North America region.
How does Pettus & Dawkins Financial Group make money?
One revenue line is on record: financial Advisory Services.
Who are Pettus & Dawkins Financial Group's main competitors?
Direct peers on record are Creative Planning, Edelman Financial Engines, Mercer Advisors and Sequoia Financial Group. Broad incumbents are Northwestern Mutual, Ameriprise Financial, Edward Jones, Raymond James Financial and Charles Schwab (Schwab Wealth Advisory). Facet Wealth is listed as an emerging player.
Does Pettus & Dawkins Financial Group have an API?
No public API is recorded for Pettus & Dawkins Financial Group.
What industry is Pettus & Dawkins Financial Group in?
Pettus & Dawkins Financial Group's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEABAC, Private Banking & UHNW Wealth Advisory, with a secondary code of FSAEABAE, Employer Retirement Plan Advisory (401(k)/Pension). Its NAICS code is 523940 and its SIC code is 6282.