DB
CFP
DB
CFP

Dixie Butler

37 Years of Experience
Arlington, VA
Sells Insurance

Dixie Butler is a CFP-designated registered investment advisor at U.S. Advisors, INC., based in Arlington, VA, with 37 years of industry experience. Dixie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 81 clients with $70M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
81 clients
Average Client Portfolio
$864K average
Assets Under Management
$70.0M

Fee Structure

Minimum Investment:$250K
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.25%
$500K - $1.0M1.00%
$1.0M - $11.0M0.75%
$11M+0.50%

Modified fee of 0.50% is for flat fee accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3101 Wilson Blvd, Suite 500, Arlington, VA, 22201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Dixie is involved in insurance activities through USI of Virginia Insurance Services and is president of Butler Financial, Inc., a financial services company engaged in consumer financial education, sale of insurance products and other financial related issues. She is also president of U.S. Advisors, Inc., where she is engaged in investment advisory and supervisory activities, and financial planning.

Employment History
Current Registrations
U.S. Advisors, INC.
July 2012 - Present · 13 yrs 10 mos
Previous Registrations
U.S. Advisors, INC.
April 2004 - December 2016 · 12 yrs 8 mos
U.S. Investors, INC.Broker
January 1999 - August 2025 · 26 yrs 7 mos
Securities America, INC.Broker
March 1995 - January 1999 · 3 yrs 10 mos
Fsc Securities CorporationBroker
September 1993 - March 1995 · 1 yr 6 mos
Investors Security Company, INC.Broker
June 1988 - September 1993 · 5 yrs 3 mos
State Registrations5 states
CADCFLMDVA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.