Diron Insley is a registered investment advisor at White Oak Wealth LLC, based in Arlington, VA, with 13 years of industry experience. Diron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable based on the size of the account. This fee is separate from the third-party advisor's fee.
Fee Estimator
Location
Arlington, VA
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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 ActivitiesSells Insurance
Diron is an independent insurance agent brokering life insurance products, dedicating a few hours per week. He is also a managing member of Wealthnova Lexus, LLC, a business planning firm, spending about a quarter of his time on this activity.
Employment History
Current Registrations
White Oak Wealth LLC
Previous Registrations
Eagle Strategies LLC
Northwestern Mutual Investment Services,llc
State Registrations3 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.