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Dwight Langley

16 Years of Experience
Watkinsville, GA
Sells Insurance

Dwight Langley is a registered investment advisor at Langley Wealth Management, based in Watkinsville, GA, with 16 years of industry experience. Dwight operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 69 clients with $30M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
69 clients
Average Client Portfolio
$428K average
Assets Under Management
$29.6M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.65%
$250K - $500K1.55%
$500K - $1000K1.40%
$1.0M - $2.0M1.30%
$2.0M - $5.0M1.20%
$5M+1.05%

Fees are negotiable.

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

3651 Mars Hill Road, Suite 2000-B, Watkinsville, GA, 30677

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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

Dwight works as an independent contractor selling life insurance since 2009. This activity is not investment-related.

Employment History
Current Registrations
Langley Wealth Management
March 2018 - Present · 8 yrs 2 mos
Previous Registrations
Vickery Financial Services, INC.
May 2010 - August 2018 · 8 yrs 3 mos
Morgan Keegan & Company, INC.
February 2008 - February 2009 · 1 yr
State Registrations1 state
GA
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.