DT
DT
Dylan Thorson
3 Years of Experience
Sun Prarie, WI
1 Disclosure
Dylan Thorson is a registered investment advisor at Retirement Capital Advisors, based in Sun Prarie, WI, with 3 years of industry experience. Dylan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 67 clients with $11M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
67 clients
Average Client Portfolio
$169K average
Assets Under Management
$11.3M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are negotiable. Calculated using the average daily balance throughout the billing period.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
Sun Prarie, WI
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
February 2026Employment History
Current Registrations
Retirement Capital Advisors
July 2026 - Present · 3 mos
Previous Registrations
Horace Mann Investors, INC.
September 2024 - March 2026 · 1 yr 6 mos
Horace Mann Investors, INC.Broker
May 2024 - March 2026 · 1 yr 10 mos
LPL Financial LLC
December 2023 - May 2024 · 5 mos
LPL Financial LLCBroker
November 2023 - May 2024 · 6 mos
MML Investors Services, LLCBroker
February 2023 - November 2023 · 9 mos
State Registrations1 state
WI
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.