Dino Efthimiou is a CFP-designated registered investment advisor at Delta Wealth Advisors LLC, based in Indianapolis, IN, with 20 years of industry experience. Dino operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 208 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Delta Wealth Advisors offers two investment management models:
AUM Model: Fees are based on a percentage of the assets managed.
Net Worth Model: Fees are based on a percentage of your net worth. This model includes financial planning services at no additional cost.
Delta Wealth Advisors may also offer private alternative investments to accredited investors, with standard net worth advisory fees applying.
Location
Indianapolis, IN
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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 →Employment History
Current Registrations
Delta Wealth Advisors LLC
Previous Registrations
Wealth Advisory Solutions, LLC
Morgan StanleyBroker
Morgan Stanley
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.