Dewayne Nelson
Dewayne Nelson is a registered investment advisor at Collective Wealth Advisors LLC, based in Coppell, TX, with 32 years of industry experience. Dewayne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 4 more. Their firm serves 224 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee of 1.50% of assets under management. Fees are negotiable. Third-party sub-advisors or account administrators may charge additional fees ranging from 0.18% to 2.00% depending on the strategy.
Fee Estimator
Location
713 Main Street, Coppell, TX, 75019
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dewayne is a licensed insurance agent, dedicating minimal time to his insurance practice, and may offer clients advice or products from this activity. He also serves as an interim pastor at St. Peter Lutheran Church, spending a few hours per week on worship and religious education.
Employment History
Current Registrations
Collective Wealth Advisors LLC
Previous Registrations
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Nrp Financial, INC.
Nrp Financial, INC.Broker
MML Investors Services, INC.Broker
MML Investors Services, INC.
Hfg Advisors, L.L.C.
Lutheran Brotherhood Securities CORP.Broker
State Registrations1 state
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
More Advisors
- Patrick Thuemmel, CFPSamalin Wealth
- Ahmed Lakhani, CFPEdward Jones
- Colton Shields, CFPGeneos Wealth Management, INC.
- James Gonzales, CFPWpwealth LLP
- John Peterson, CFPAdvisor Resource Council
- Ashley Stephenson, CFPParallel Advisors, LLC