Wesley Lyon is a CFP-designated registered investment advisor at Lyon Wealth Advisors, based in Charlotte, NC, with 5 years of industry experience. Wesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 225 clients with $310M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Accounts of $10 million or more may be eligible for additional fee breakpoints in the Adviser’s discretion.
Fee Estimator
Location
8816 Red Oak Blvd., Suite 140, Charlotte, NC, 28217
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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
Wesley is the President and CEO and a Tax and Business Advisor of Wesley W. Lyon, II & Co., Inc. d/b/a McGill and Lyon Dental Advisors, dedicating nearly full-time hours to it. He also serves as a Speaker for The McGill & Hill Group, LLC, spending a few hours per week on this activity.
Employment History
Current Registrations
Lyon Wealth Advisors
Previous Registrations
Dimensional Fund Advisors LP
Dfa Securities LLCBroker
United Capital Financial Advisers
State Registrations2 states
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