WD
CFA
WD
CFA

Wil Dedmon

6 Years of Experience
Birmingham, AL

Wil Dedmon is a CFA-designated registered investment advisor at Krowten Equities, based in Birmingham, AL, with 6 years of industry experience. Wil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 14 clients with $26M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
14 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$25.7M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be negotiable at the sole discretion of the Advisor. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Metroplex Drive, Suite 235, Birmingham, AL, 35209

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History

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.

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Employment History
Current Registrations
Krowten Equities
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Capital Advisors, INC.
December 2017 - December 2018 · 1 yr
Doucet Asset Management, LLC
August 2017 - September 2017 · 1 mo
Institutional Securities CorporationBroker
July 2017 - September 2017 · 2 mos
Dmc Group, LLC
October 2015 - June 2017 · 1 yr 8 mos
State Registrations1 state
AL
Advisor

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
No exam information available for this advisor.
Wil Dedmon - Financial Advisor | TrueAdvisor