Dusty Wallace is a CFP-designated registered investment advisor at Strata Wealth Advisors, LLC, based in Richardson, TX, with 21 years of industry experience. Dusty operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 227 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Standard fee ranges from 0.30% to 1.25% based on assets under management. Comprehensive advisory clients are subject to annual minimum fees of $3,000 or $15,000 depending on the service model. Fees are negotiable.
Fee Estimator
Location
Richardson, TX
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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.
Learn about disclosures →Other Business Activities
Dusty is a manager of ACI Bears & Beyond Holding, LLC, a holding company, since December 2023. Dusty dedicates minimal time to this activity and has no duties.
Employment History
Current Registrations
Strata Wealth Advisors, LLC
Previous Registrations
True North Advisors, LLC
Lee Financial Company, LLC
State Registrations1 state
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
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