Dylan Maney is a registered investment advisor at Maney Wealth, based in San Francisco, CA, with 7 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, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Minimum annual advisory fee of $10,000. Fees may be adjusted at the firm’s discretion in limited circumstances.
Fee Estimator
Location
2193 Fillmore St., #63, San Francisco, CA, 94115
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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 →Employment History
Current Registrations
Maney Wealth
Previous Registrations
Fisher Investments
State Registrations1 state
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