Dustin Eldridge, CFP®, CPWA TEAM Private Wealth Management

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About Dustin Eldridge, CFP®, CPWA

Actively involved in team sports from the time he was 4, Dustin credits his time on the field for teaching him some of life’s most important lessons. As someone who always knew he wanted to work with athletes, he spent two years at the Tampa Bay Buccaneers during college. Dustin loved the energy that came from the NFL, but the financial burden of student loans after college adjusted his more immediate career plans, an experience that helped him develop a passion for educating others on personal financial concepts.

After over a decade of working with families across the spectrum of wealth, from those looking to eliminate debt to families worth over a billion dollars, Dustin decided it was time to find his way back to sports. He launched TEAM Private Wealth Management to focus on athletes, a population that he believes has been dramatically underserved. An athlete’s high earning potential over a relatively short period of time takes a special type of planning, but with a customized approach to financial education and planning, provides the opportunity for creating wealth that can change the course of generations to come. TEAM PWM is dedicated to helping athletes and their families achieve this next level of financial freedom.

Professional Experience

Prior to founding TEAM PWM, Dustin was a Director of Client Advisory at Tolleson Wealth Management, a leading provider of family office services to ultra-high net worth families. He was the primary advisor for clients who built and sold successful businesses, providing custom, comprehensive wealth management solutions. Dustin’s expertise in all areas of wealth management, specifically business, tax and estate planning, helped families manage, maintain and grow their wealth across multiple generations.

Dustin is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. In 2020, he earned the Certified Private Wealth Advisor® (CPWA®) certification through Yale School of Management.

Personal Life

Dustin lives in Dallas, TX with his wife Alli and dog Boone. He enjoys playing amateur baseball, tennis and pickleball, and loves collecting bourbon, tequila and wine from around the world.


Education, Designations and Certifications

University of South Florida – B.S. Business Administration
Certified Private Wealth Advisor®
CERTIFIED FINANCIAL PLANNER™

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Ideal Clients

  • Professional Athletes

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Quarterly Fee: $12,500+/qtr
  • Flat Fee: $50,000+/engagement
  • Hourly Fee: $500+/hr
  • Assets Under Management: 1.00%

SEC Records

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