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- Custodian
- --
- Clients
- Retail
- Platforms
- Legacy
- Established Date
- 05-11-2018
- Office Locations
- 1
Office Locations
About Dickson Financial Group, Llc.
Dickson Financial Group, LLC is a Texas-registered investment adviser serving retirees and near-retirees seeking income, wealth preservation, and retirement planning. The firm offers a no-commission, fee-only approach and builds portfolios using ETFs, index funds, mutual funds, individual stocks, and fixed income securities. Planning is supported by web-based goal analysis tools and one-on-one in-person consultations, with access to Dimensional Funds and 25+ years of experience.
Team overview
Insights
Asset Classes
Client Personas
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BEAU BRIAN DICKSON
Owner, VICE PRESIDENT
- CRD
- #3194995
- Ownership
- 50% but less than 75%
NANCY M. DICKSON
Chief Operating Officer, President
- CRD
- #4087703
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,583,940 | -- |
| Non-Discretionary | $2,882,222 | -- |
| Total | $6,466,162 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,466,162
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,476,538,189 | 34.6% |
| Other | $2,254,651,820 | 31.5% |
| Cash | $2,426,434,815 | 33.9% |
| Total | $7,157,624,824 | 100.0% |