DP
DP

Dennis Plyler

13 Years of Experience
Germantown, TN
Sells Insurance

Dennis Plyler is a registered investment advisor at Fcg Investment Company, based in Germantown, TN, with 13 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 351 clients with $570M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
351 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$568.2M

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.90%

Fees are negotiable.

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

9040 Garden Arbor Dr, Ste 206, Germantown, TN, 38138

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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

Dennis is a partner at Financial Consulting Group, providing retirement plan consulting and third-party administration, dedicating about a quarter of his time. He also works as an agent selling fixed insurance products, spending about 10-20% of his time on this activity, and is a partner in FCG Realty, LLC, which owns office space, requiring minimal time.

Employment History
Current Registrations
Fcg Investment Company
April 2020 - Present · 6 yrs
Previous Registrations
Mid Atlantic Financial Management, INC.
August 2014 - June 2020 · 5 yrs 10 mos
Financial Telesis, INC.
January 2014 - August 2014 · 7 mos
Financial Consulting Group
January 2014 - February 2014 · 1 mo
MML Investors Services, INC.
January 2004 - March 2005 · 1 yr 2 mos
State Registrations2 states
TNTX
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.
Dennis Plyler - Financial Advisor | TrueAdvisor