Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation Planning
Compensation
Fee-Only (AUM)
Firm Size
68 advisors
Number of Clients
3,976 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$4.7B
Fee Structure
Minimum Investment:$500K
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Contact
Diana Lynn Bacon
Location
1808 S Good Latimer Expy, Dallas, TX, 75226
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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.
Learn about disclosures →Other Business Activities
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
January 2020 - Present · 6 yrs 1 mo
Previous Registrations
Concert Wealth Management
January 2014 - July 2015 · 1 yr 6 mos
Bacon Financial Management, INC DBA Financial Strategies Group
February 2007 - December 2020 · 13 yrs 10 mos
Bacon Financial Management, INC DBA Financial Strategies Group
February 2007 - January 2020 · 12 yrs 11 mos
Paratus Financial, INC.
January 2005 - November 2006 · 1 yr 10 mos
Ernst & Young Investment Advisers LLP
February 2003 - September 2004 · 1 yr 7 mos
The Ayco Company,l.p.
May 2000 - January 2003 · 2 yrs 8 mos
State Registrations3 states
CACTTX
Advisor
Exams
No exam information available for this advisor.
Contact
Diana Lynn Bacon