Diana Bacon is a CFP-designated registered investment advisor at Apella Wealth, based in Dallas, TX, with 25 years of industry experience. Diana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 6,901 clients with $8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Apella Capital offers investment management services for an annual fee based on the amount of assets managed. The maximum annual fee is 1.5%. There is a minimum account size of $500,000, but this may be waived at Apella's discretion. Apella Select clients are charged an additional fee of up to 0.25% for portfolio management services, and an additional 0.05% for tax overlay services. Apella Ascent clients pay 0.50% of assets under management.
Contact
Diana Bacon
Location
1808 S Good Latimer Expy, Dallas, TX, 75226
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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.
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Diana operates "Eating With Mom" as a sole proprietorship, focusing on converting families' cooking styles to gluten-free, whole foods. She anticipates spending about 10-20% of her time on this non-investment related activity during evenings and weekends.
Employment History
Current Registrations
Apella Wealth
Previous Registrations
Concert Wealth Management
Bacon Financial Management, INC DBA Financial Strategies Group
Bacon Financial Management, INC DBA Financial Strategies Group
Paratus Financial, INC.
Ernst & Young Investment Advisers LLP
The Ayco Company,l.p.
State Registrations3 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.
Exams