Dianne Odom
Dianne Odom is a registered investment advisor at J. W. Cole Advisors, INC., based in Fort Myers, FL, with 25 years of industry experience. Dianne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 29,614 clients with $7.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
J.W. Cole Advisors' investment management fees are based on a tiered schedule, meaning the percentage you pay decreases as your portfolio grows. The exact fee can be negotiated and may be a flat rate instead of tiered. The maximum fee is generally 3.00% and the minimum is 0.25%. There is also a program fee charged, which covers services provided by JWCA and the custodian of your account. You'll pay these fees quarterly, regardless of how many trades are made. Some advisors may or may not pay transaction costs.
Location
12500 Brantley Commons Ct, Ste #3, Fort Myers, FL, 33907
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 2022Customer Dispute
October 2015Customer Dispute
June 2000Other Business ActivitiesSells Insurance
Dianne owns multiple rental properties and is the 100% owner of Dianne P. Odom CPA, LLC. She is also an independent insurance agent selling fixed insurance products, dedicating about 10-20% of her time, and runs DPO Wealth Management as a financial planning DBA, dedicating nearly full-time hours.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
Capital Guardian Wealth Management, LLC
Capital Guardian, LLCBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Intersecurities, INC.
Intersecurities, INC.Broker
State Registrations29 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.