The annual 2026 Entrepreneur Wealth Report from Dew Wealth Management, a fiduciary financial and business advisory firm specializing in Fractional Family Office® services for entrepreneurs, identified potential mismatches between the needs of entrepreneurs and the services offered by traditional wealth management models, particularly those that charge clients based on assets under management (AUM) or commissions.

The report examines the intersection of business ownership, personal wealth, and financial planning, including the professional relationships and resources available to entrepreneurs as their businesses grow.

“An entrepreneur can build significant wealth and a highly valuable business without accumulating a large investment portfolio,” said Bryce Keffeler, CFP®, MBA, CLU®, ChFC®, CEPA®, Managing Partner at Dew Wealth Management. “Their wealth may look different from that of a traditional investment client, but managing it still requires sophisticated planning — especially around taxes, liquidity, asset protection, and business succession.”

According to the Investment Adviser Association’s 2025 Investment Adviser Industry Snapshot, 95.5% of SEC-registered investment advisers offered AUM-based fees in 2024, a finding cited in Dew Wealth’s report.

“Many entrepreneurs reinvest in their companies, expanding operations, hiring employees, and building long-term value,” Keffeler added, drawing on his upbringing in an entrepreneurial family and experience working with entrepreneurs throughout his career in finance. “Their wealth and their assets are built in a format that traditional investment-focused advisory models aren’t necessarily structured around.”

KEY FINDINGS FROM THE 2026 ENTREPRENEUR WEALTH REPORT

Published in August 2026, the report analyzes data from 218 Dew Wealth client households and 21 Family Office Assessment intakes, alongside third-party industry research examining traditional wealth management models.

Findings from the Family Office Assessment intakes:

  • 57% had three or fewer of seven professional roles in place. The assessment evaluated relationships with CPAs, attorneys, bookkeepers, investment managers, commercial and personal insurance agents, and fractional or full-time CFOs.

  • 71% had a CPA and 62% had a bookkeeper, while 48% had no attorney relationship on record.

Additional findings from Dew Wealth’s client base:

  • 75.8% of client households were headed by married or partnered couples, based on 207 households with marital status recorded.

  • Approximately 57% of primary clients were under 50, with a median age of 47.5, based on available age data from 206 households.

The findings reflect Dew Wealth’s assessment participants and existing clients rather than a nationally representative sample of U.S. entrepreneurs. The full report includes additional methodology and disclosures.

The complete 2026 Entrepreneur Wealth Report, including methodology and disclosures, is available here: www.dewwealth.com/entrepreneur-wealth-report

BEYOND TRADITIONAL INVESTMENT MANAGEMENT

Dew Wealth takes a coordinated approach to entrepreneurial wealth management that considers the relationships among business ownership, personal finances, and long-term family goals. Through its Fractional Family Office® model, the firm works to bring financial, tax, and legal help for entrepreneurs navigating interconnected planning decisions.

The approach reflects themes explored in Beyond a Million: The Entrepreneur’s Playbook for Expanding Wealth, Freedom and Time, written by Dew Wealth founder Jim Dew, CFP®, MBA, ChFC®, CPWA®.

“Entrepreneurs are often very good at building the teams their businesses need, but their personal financial lives can simultaneously become increasingly complex,” said Dew. “Having individual experts is important, but coordinating their advice is what helps ensure that decisions about the business, personal wealth, and family are working toward the same goals.”

BRYCE KEFFELER AVAILABLE FOR NEW YORK MEDIA INTERVIEWS

Bryce Keffeler, Managing Partner at Dew Wealth Management, will be available for select media interviews in New York City from November 17-19 to discuss the 2026 Entrepreneur Wealth Report and the financial planning needs of entrepreneurs whose wealth is concentrated in privately held businesses.

Keffeler is with Jim Dew the co-author of “Billionaire Wealth Strategies for Entrepreneurs: The Fractional Family Office®.”

Potential interview topics include private market investments, traditional and alternative financial advisory models, business wealth methodologies versus just investable assets, financial team coordination, Dew Wealth’s Linchpin Partner®, and preparing for business transitions and liquidity events.

ABOUT DEW WEALTH MANAGEMENT

Dew Wealth Management is an SEC-registered investment adviser and fiduciary wealth management firm specializing in Fractional Family Office services for successful entrepreneurs, business owners, and their families. Founded by Jim Dew, author of Beyond a Million: The Entrepreneur’s Playbook for Expanding Wealth, Freedom and Time, the firm takes a comprehensive, coordinated approach to wealth management, integrating tax strategy, asset protection, investment management, alternative assets, estate planning, and business exit planning. Through its Fractional Family Office model, Dew Wealth works alongside clients’ existing (or newly identified and added) financial, legal, and tax professionals to align business interests, personal finances, and family goals. By bringing together specialized expertise and proactive guidance, the firm helps entrepreneurs navigate complex financial decisions, preserve and grow their wealth, and build lasting legacies. To learn more, visit DewWealth.com.

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