Trusted Wealth Advisory Consulting Services

The Financial Foundation You Need to Scale Your Practice

We are not a CPA Firm. We provide Executive-Level Financial Leadership for Growth. Strengthen your financial operations — we transform your finance and accounting operations into a streamlined, accurate, well-controlled function, building the financial foundation you need to scale.

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What We Offer

Comprehensive CFO Services for Advisory Firms

Every practice is unique. We craft strategies aligned with your goals, operations, and growth trajectory.

01
Fractional CFO
Executive-level financial leadership without the full-time cost. We embed into your practice to drive strategy, improve financial performance, and provide the CFO-level insight needed to scale with confidence.
02
Controller Services
Rigorous oversight of your day-to-day financial operations — from accounting accuracy and internal controls to reporting and compliance — so your back office runs like a well-oiled machine.
03
M&A Services
Strategic financial support through every stage of a merger or acquisition — from due diligence and financial modeling to deal structuring and post-transaction integration planning.
View Sample Valuation Report →
04
Financial Reporting & Advisory Board Package Preparation
Timely, accurate, and board-ready financial reporting packages — designed to give your leadership and advisory board the clarity they need to make informed, confident decisions.
05
KPI Dashboard and Reporting
Real-time partner intelligence dashboards and monthly financial reports purpose-built for wealth advisory practices — tracking AUM, revenue, EBITDA margins, advisor production, client pipeline, and 5-year projections in one unified view.
View Live Dashboard → View Secure Client Portal Demo →
25
Years of
Excellence
Who We Are

Founding Principles

At Wealth Advisory Services, we believe growing businesses deserve the same level of strategic financial leadership as large enterprises — without the overhead. Our values guide every client engagement: Integrity in Business Practices, Tailored and Platform Agnostic, Responsive and Delivery Oriented, and Fair Pricing, Long-Term Focus.

Wealth Advisory Services is a full-service financial consulting firm providing fractional CFO leadership, M&A advisory, controller oversight, and real-time financial reporting for Wealth Advisory Practices.

✦
Client Commitment
We act solely in your best interest — always. No commissions, no hidden incentives.
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Personalized Approach
Every engagement is customized to your operational structure and reporting needs.
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Transparent Pricing
Clear, straightforward fee structures so you always know what you're paying — and why.
Team Leadership

Our Founder

Dustin Rector
Dustin Rector
Founder & CEO

Dustin Rector founded Wealth Advisory Services in 2025 after two decades as a Wall Street finance professional working in a variety of rigorous executive level financial analysis roles in Sell-Side Equity Research, Investment Banking, and Private Equity. Passionate about adding value by strengthening financial operations in order to enable advisory practices to scale efficiently while guiding practice owners through their most critical financial decisions.

Let's build the processes, reporting, and controls your business needs to operate with confidence and to scale with discipline. Please contact me today to discuss how I can help evaluate and improve your current processes in order to help you accelerate your business growth with strategic financial leadership.

Get in Touch

Let's Start a Conversation

Ready to strengthen your financial operations and scale your practice? Schedule a complimentary consultation with our team today.

Phone (612) 501-4552
Email hello@wealth-advisoryservices.com
Office Minneapolis, MN
Hours Monday – Friday, 8:00am – 6:00pm EST