Your Dedicated Fiduciary® Revenue

Financial Services • Prosper, Texas, United States • 1-10 Employees

Your Dedicated Fiduciary® revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Key Contact at Your Dedicated Fiduciary®

Vance Barse

Wealth Strategist & Founder

Company overview

Headquarters	130 N Preston Rd, Suite 100-519, Prosper, Texas 75078, US
Website	yourdedicatedfiduciary.com
NAICS	52
Founded	2015
Employees	1-10
Socials

Your Dedicated Fiduciary® Email Formats

Your Dedicated Fiduciary® uses 1 email format. The most common is {first name} (e.g., john@yourdedicatedfiduciary.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@yourdedicatedfiduciary.com	100%

About Your Dedicated Fiduciary®

I’m Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®. For nearly 10 years, I was an investment consultant to leading private wealth and retail financial advisors throughout the U.S. I saw first-hand that many advisors are constrained in their approach to planning, often leaving clients underserved. I became a wealth strategist and founded Your Dedicated Fiduciary® with a simple mission: to be authentic, transparent, and have a positive impact on the lives of my clients. Your Dedicated Fiduciary® dutifully serves high-net-worth individuals, families, and business owners with a full range of wealth preservation, estate planning, and tax minimization strategies that many advisors overlook. Whether you already have an advisor, or you’re looking for an advisor with advanced planning skills, we can help. Please contact us for a free 15-minute consultation. D. Vance Barse (CA Insurance #0L70885) is an investment adviser representative with and offers advisory services through Commonwealth Financial Network®, a Registered Investment Adviser.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Your Dedicated Fiduciary® has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Your Dedicated Fiduciary® has never raised funding before.

Your Dedicated Fiduciary® Tech Stack

Discover the technologies and tools that power Your Dedicated Fiduciary®'s digital infrastructure, from frameworks to analytics platforms.

Contentful

CMS

jQuery Mobile

Mobile frameworks

lit-element

JavaScript libraries

Google Maps

Maps

lit-html

JavaScript libraries

jQuery Migrate

JavaScript libraries

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

Divi

Page builders

Google Analytics

Analytics

YouTube

Video players

Frequently asked questions

Your Dedicated Fiduciary® is located in Prosper, Texas, US.

Your Dedicated Fiduciary® generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.

Your Dedicated Fiduciary® has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Your Dedicated Fiduciary® was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.

Your Dedicated Fiduciary® has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Your Dedicated Fiduciary®

Vance Barse

Wealth Strategist & Founder

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