Dylan Barrera
Dylan Barrera is a registered investment advisor at Vanguard Advisers, INC., based in Scottsdale, AZ, with 11 years of industry experience. Dylan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 817,328 clients with $300B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Vanguard Situational Advisor offers a one-time financial plan consultation for a fee:
- New Model: $250, potentially paid by the participant, the plan sponsor, or a combination of both.
- Legacy Model:
- $250 for participants with $50,000 to $500,000 in total Vanguard assets.
- $1,000 for participants with less than $50,000 in total Vanguard assets. Fee waivers are available for participants with over $500,000 in total Vanguard assets or who are over age 55.
Location
14321 N. Northsight Blvd, Scottsdale, AZ, 85260
Get directionsHistory
Regulatory History (6)
Financial
October 2020Financial
October 2020Financial
September 2020Financial
May 2020Financial
April 2020Financial
December 2019Other Business ActivitiesSells Insurance
Dylan owns KCMB Enterprises, LLC, an e-commerce business, and spends a few hours per week selling products online. He also maintains a life insurance license, though he currently dedicates no time to it.
Employment History
Current Registrations
Vanguard Marketing CorporationBroker
Vanguard Advisers, INC.
Vanguard Marketing Corporation
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Primerica Advisors
PFS Investments INC.Broker
Lincoln Investment
Lincoln InvestmentBroker
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.