Wells Fargo Advisors
46yrs
Top advisor by experience in Williamsburg
5yrs
Caleb Dorman
Financial advisor at Strategic Advisers
Caleb Dorman has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Williamsburg, Virginia. After three years at Fidelity Personal and Workplace Advisors, Caleb joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 218 advisors with offices in Williamsburg, and one of 208 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
OfficeWilliamsburg, VA
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2022 – 2025Fidelity Personal and Workplace AdvisorsPreviously
Contact Caleb
Williamsburg, VAOffice · Get directions Firm main line(617) 563-7000Headquarters: Strategic Advisers · Boston, MAIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Caleb
Tailored to Caleb’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Caleb
How do I contact Caleb?
Call Strategic Advisers at (617) 563-7000 and ask for Caleb Dorman. Caleb works from the Williamsburg, VA office.
How long has Caleb been a financial advisor?
Caleb has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Caleb hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Caleb a fiduciary?
Caleb is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Caleb paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Caleb for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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