Dirk Dixon
Dirk Dixon is a registered investment advisor at Retireright Consulting Group, based in West Des Moines, IA, with 27 years of industry experience. Dirk operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 396 clients with $660M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RetireRight generally charges a percentage of your portfolio, but the specific rate isn't listed in the brochure. The fee depends on the scope and complexity of your account, the expertise required, and the time involved, but it won't exceed 2% annually. The fee is calculated based on the market value of your investments. There may be additional brokerage and transaction fees.
Location
1200 Valley West Dr, Suite 707, West Des Moines, IA, 50266
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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
Dirk operates several businesses, including Provident Investment Consultants LLC, Retire Right, RetireRight Consulting Group, Retireright, LLC, and Advanced Tax Solutions. He also works as a non-variable insurance agent through RetireRight Insurance Agency, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Retireright Consulting Group
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameritas Investment CORP.Broker
Ameritas Investment CORP
New England Securities Corporation
New England SecuritiesBroker
Equitrust Marketing Services, LLCBroker
State Registrations11 states
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.