Wyatt Callison is a CFP-designated registered investment advisor at Dmlo Wealth Planning, LLC, based in Louisville, KY, with 7 years of industry experience. Wyatt 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 45 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DMLO Wealth Planning's investment management fees range from 0.50% to 2.00% annually, based on factors like the complexity of services, the amount of assets managed, and whether financial planning is included. The fee is calculated based on the value of your investments at the end of the previous quarter and is paid in advance each quarter. Fees may be negotiable. Clients may also pay additional fees to other investment managers if DMLO recommends using them.
Location
2020 High Wickham Place, Suite 200, Louisville, KY, 40245
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Wyatt is associated with two RIAs: Guidance Capital, Inc., dedicating nearly full-time hours, and DMLO Wealth Planning, taking about a quarter of his time.
Employment History
Current Registrations
Dmlo Wealth Planning, LLC
Private Client Services, LLCBroker
Guidance Capital, INC.
Previous Registrations
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
State Registrations4 states
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