Dwain Gullion is a registered investment advisor at Blueprint Financial Advisors, based in Greensboro, NC, with 14 years of industry experience. Dwain operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 2,330 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 $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.25% |
All fees are negotiable. Assets are combined at the household level for determining the fee. Accounts under $1,000,000 may be subject to a quarterly minimum fee of $100.
Fee Estimator
Location
1301 W Wendover #C, Greensboro, NC, 27408
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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 Activities
Dwain works full-time as an investment advisor. He also serves on the boards of Bethesda Family Ministries, Pilgrim Properties, and ABBA Fund, is a shareholder of Gullion's CSC, Inc., and owns rental property.
Employment History
Current Registrations
Blueprint Financial Advisors
Previous Registrations
Osaic Wealth, INC.
Securities America Advisors, INC.
Deep River Capital Advisors, LLC
Dixon & Company Wealth Management, LLC
Bluegrass Capital Advisors, LLC
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.
Exams
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