Dillon Nemeth
Dillon Nemeth is a registered investment advisor at Elevate Financial Planning and Wealth Management, based in St. Petersburg, FL, with 6 years of industry experience. Dillon 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 457 clients with $110M 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 $100K | 1.25% |
| $100K - $500K | 1.15% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable. A tiered fee schedule is not available for assets managed by a TAMP Sponsor.
Fee Estimator
Location
9400 4th Street N, Suite 201, St. Petersburg, FL, 33702
Get directionsHistory
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 ActivitiesSells Insurance
Dillon is a registered representative with Trinity Wealth Securities, dedicating about 10-20% of their time to securities sales. Dillon also engages in fixed insurance sales through Florida Financial Insurance, LLC and Elevate Insurance Agency Services LLC, taking up a few hours per week and about a quarter of their time, respectively. Additionally, Dillon manages entities for tax purposes and owns Sunrise Property Ventures LLC, spending minimal time on property management.
Employment History
Current Registrations
Elevate Financial Planning and Wealth Management
Previous Registrations
Florida Financial Advisors, LLC
Trinity Wealth Securities, L.L.C.Broker
Trinity Wealth Securities, L.L.C.Broker
State Registrations10 states
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.