TrueAdvisor
TrueAdvisor
WD
CFA
WD
CFA

Willis Dobbs

Perigon Wealth Management, LLC
16 Years of Experience
Atlanta, GA
Sells Insurance
View SEC Summary
View SEC Summary

Willis Dobbs is a CFA-designated registered investment advisor at Perigon Wealth Management, LLC, based in Atlanta, GA, with 16 years of industry experience. Willis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 5,664 clients with $11B in assets under management.

Perigon Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
95 advisors
Number of Clients
5,664 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$11.3B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Advisory fees range from 0.20% to 2.00% annually depending on complexity, asset levels, and overall relationship. Fees are generally discounted for clients selecting investment management services only compared to comprehensive wealth management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1776 Peachtree Street NW, Suite 620S, Atlanta, GA, 30309

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Willis works as an independent insurance agent selling accident & sickness and life insurance products since 2009. This activity takes about 10-20% of his time.

Employment History
Current Registrations
Perigon Wealth Management, LLC
December 2021 - Present · 4 yrs 10 mos
Previous Registrations
Lakeview Capital Partners, LLC
November 2018 - January 2022 · 3 yrs 2 mos
Alston Capital Advisors, LLC
November 2012 - October 2018 · 5 yrs 11 mos
Wells Fargo Advisors, LLC
August 2009 - March 2012 · 2 yrs 7 mos
State Registrations2 states
GATX
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.
More Advisors
More financial advisors in Atlanta, GA →All financial advisors in Georgia →