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Dillon Hall

11 Years of Experience
Chandler, AZ
1 DisclosureBrokerSells Insurance

Dillon Hall is a registered investment advisor at Realta Investment Advisors, INC, based in Chandler, AZ, with 11 years of industry experience. Dillon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 1,231 clients with $390M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
1,231 clients
Average Client Portfolio
$313K average
Assets Under Management
$385.4M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum annualized fee is 2.50%. Fees are negotiable at the discretion of the firm or financial advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1820 E Ray Road, Chandler, AZ, 85225

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History

Regulatory History (1)
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Customer Dispute
June 2026
Pending
Other Business ActivitiesSells Insurance

Dillon is the Vice President of Perch Wealth, working with clients on investment recommendations full-time. Dillon also sells fixed insurance through Dillon Hall Insurance for minimal time, explains deferred sales trusts with Estate Planning Team for a few hours per week, and provides investment advisory services with Realta Investment Advisors for about 10-20% of their time.

Employment History
Current Registrations
Realta Investment Advisors, INC
March 2025 - Present · 1 yr 7 mos
Realta Equities, INC.Broker
March 2025 - Present · 1 yr 7 mos
Previous Registrations
Arkadios CapitalBroker
August 2023 - March 2025 · 1 yr 7 mos
Arkadios Wealth Advisors
August 2023 - March 2025 · 1 yr 7 mos
Emerson Equity LLC
April 2022 - October 2023 · 1 yr 6 mos
Emerson Equity LLCBroker
April 2022 - October 2023 · 1 yr 6 mos
Center Street Advisors, INC.
May 2020 - April 2022 · 1 yr 11 mos
Center Street Securities, INC.Broker
May 2020 - April 2022 · 1 yr 11 mos
Centaurus Financial, INC.
August 2017 - May 2020 · 2 yrs 9 mos
Centaurus Financial, INC.Broker
August 2017 - May 2020 · 2 yrs 9 mos
Dfpg Investments, INC.
June 2017 - August 2017 · 2 mos
Dfpg Investments, INC.Broker
May 2015 - August 2017 · 2 yrs 3 mos
State Registrations26 states
AKAZCACOCTFLHIIDILKSMDMIMONCNJNMNVNYORPASDTNTXUTVAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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