DD
CFP
DD
CFP

Diane Lynn Dixon

20 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
34 advisors
Number of Clients
5,066 clients
Average Client Portfolio
$598K average
Assets Under Management
$3.0B

Fee Structure

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Location

Austin, TX

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Diane is a managing member of Gens Du Monde, LLC, a food product manufacturing and marketing company, spending minimal time. She also owns D Enterprises, LLC, providing business consulting, dedicating a few hours per week, and is a managing member of Keeper Collection, LLC, creating cookbook software and a membership program, spending about a quarter of her time.

Employment History
Current Registrations
Wealthcare Capital Management LLC
November 2012 - Present · 13 yrs 3 mos
Previous Registrations
Dld Consulting, LLC
October 2005 - November 2012 · 7 yrs 1 mo
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.