Dilworth Lyman is a CFP-designated registered investment advisor at Your Financial Partnership, based in Lees Summit, MO, with 22 years of industry experience. Dilworth 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, Gen X, and 5 more. Their firm serves 32 clients with $7.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.70% |
Annual fees are negotiable.
Fee Estimator
Contact
Dilworth Lyman
Location
210 SW Market St., Suite #209, Lees Summit, MO, 64063-2314
Get directionsHistory
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 →Employment History
Current Registrations
Your Financial Partnership
Previous Registrations
One Advisory Partners, LLC
Waddell & ReedBroker
Waddell & Reed
Cb Financial Advisors
Securities America, INC.Broker
State Registrations2 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
Additional Information
Hello! My name is Dean Lyman, and I started Your Financial Partnership due to the financial journey my spouse and I have taken over the past 20 years. I believe all couple should have the benefit of sound financial advice - especially in those times of money uncertainty and transition. This is when specific knowledge and a coach to help you with the right choices can make all the difference in the long run. This counsel applies to members of all Generations, and I especially love working for couples with children. I will work with you to relieve stress about money by answering your questions, helping you solidify your goals, and create an action plan to achieve them. I provide comprehensive financial coaching through fee-only services. This means I don’t sell any products, so I am free of the conflicts of interest that can arise from those arrangements.