Diane
Dixon
Wealthcare Capital Management LLC
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About this Advisor
Diane Dixon is a certified financial planner working in Austin, Texas with a total of 11 years of relevant experience. Dixon is an advisor for Wealthcare Capital Management LLC. Throughout their career, Dixon has worked at D Enterprises, Keeper Collection, LLC, Gens Du Monde, LLC and Wealthcare Capital Management Inc. Dixon has a Series 63 license, which qualifies them as a securities broker, and is approved to advise clients in Texas. Wealthcare Capital Management LLC is a registered investment company that has its headquarters in Richmond, VA. The company has offices in 18 locations and a total of 59 financial advisors. It handles $3 billion in assets across its 11,094 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 13 charitable organizations. Of its 11,094 client accounts, 15% are held by high-net-worth clients who have more than $1 million in assets. The advisory firm offers a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors usually depend on the type of financial services provided. Fees charged by Wealthcare Capital Management LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthcare Capital Management LLC Brokerage Details
$2,603,042,487
59
11,094
$234,635
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Diane Dixon Work History
Diane has been registered as a financial advisor for 11 years.*
Wealthcare Capital Management Inc
Keeper Collection, LLC
Gens Du Monde, LLC
D Enterprises
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Diane Dixon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealthcare Capital Management LLC
Richmond, VA
Claremont, CA
West Chester, PA
Richmond, VA
East Dorset, VT
Richmond, VA
Richmond, VA
Richmond, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
