Kelly Dixon
Kelly Dixon is a registered investment advisor at Cannon Financial Strategists, INC., based in Athens, GA, with 15 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 934 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.00% |
| $400K - $600K | 0.75% |
| $600K - $1.5M | 0.50% |
| $1.5M - $2.5M | 0.35% |
| $2.5M+ | 0.25% |
Fees for advisory services are negotiable in some circumstances.
Fee Estimator
Location
649-8 South Milledge Ave, Athens, GA, 30605
Get directionsHistory
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
Kelly is involved in several business activities, including Cannon Financial Strategists (retirement plan consulting, advisory services, insurance), Cannon Securities (plan administration), Affinity Home Lending (mortgage brokerage), CFS Realco (real estate holding), and Vixon Capital (investment holding). Kelly dedicates nearly full-time hours to Cannon Financial Strategists, a few hours per week to Cannon Securities, and minimal time to the other activities.
Employment History
Current Registrations
Cannon Financial Strategists, INC.
Cannon Securities, INC.Broker
Previous Registrations
J.R. Cole & Associates, INC
State Registrations4 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.