Dylan Merchant is a registered investment advisor at Advisornet Wealth Partners, based in Minneapolis, MN, 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 Investment Management. Their firm serves 3,514 clients with $3.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.20% |
Fees are non-negotiable and based on a fixed percentage of assets under management.
Fee Estimator
Location
1300 Godward Street NE, Suite 4100, Minneapolis, MN, 55413
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 Activities
Dylan works as a sales associate for Realty Benefit Services, selling a tax account program. This takes about a quarter of his time.
Employment History
Current Registrations
Advisornet Wealth Partners
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations1 state
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
More Advisors
- Erik Howe, CFPAdvisornet Wealth Partners
- Joseph Nelson, CFPAdvisornet Wealth Partners
- Shawn Jacobson, CFP, ChFCNorthrock Partners, LLC
- Kira Kinsman, CFPMercer Global Advisors INC.
- Benjamin Lazarus, CFAEpiq Partners, LLC
- Timothy Lapean, CFPThoughtful Financial Planning, LLC