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CFP
DC
CFP

Dylan Camp

5 Years of Experience
Chesterfield, MO

Dylan Camp is a CFP-designated registered investment advisor at Conway Financial Group, LLC, based in Chesterfield, MO, with 5 years of industry experience. Dylan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 84 clients with $180M in assets under management.

Compensation
Fixed/Hourly
Firm Size
2 advisors
Number of Clients
84 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$177.7M

Fee Structure

Minimum Annual Fee:$3,500

Conway Financial Group provides ongoing investment management services for an annual flat fee. The fee is paid in three installments. While the fees can range up to $50,000 annually, Conway Financial Group generally imposes a minimum annual fee of $3,500.

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Dylan Camp

Location

390 South Woods Mill Road, Suite 175, Chesterfield, MO, 63017

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Conway Financial Group, LLC
April 2020 - Present · 6 yrs 1 mo
State Registrations2 states
MOTX
Advisor

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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Dylan Camp