Advisor at Financial Advantage
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Financial Advantage
Location
Highland Vlg, TX 75077-7193
Credentials
CFP®, Series 63, Series 65
Industry experience
24 years
Dale Mcmullen is a CFP® professional with 24 years of experience in financial advising. He has been with Financial Advantage since 2003, where he is the sole advisor. Financial Advantage serves individual clients by providing financial planning and investment advice, including retirement, college, and insurance planning, along with ongoing portfolio management. The firm emphasizes diversification through mutual funds and ETFs, uses Morningstar for fund monitoring, and maintains a primarily non-discretionary operating model that involves clients directly in trade approvals and proxy voting.
Based on Financial Advantage
1% annually, charged quarterly in arrears
Fee-only: Fee agreed upon before meeting for financial review services, invoiced separately
2012 Fm407, St 200 E
Highland Vlg, TX 75077-7193
Texas
Financial Advantage
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®, Series 66
Northlake, TX
Retire With Swan
Christopher Swan is a CFP® professional with nine years of industry experience. He is the sole advisor at Retire With Swan, an independent firm he founded in 2020. Prior to this, he worked at Merrill Lynch, Charles Schwab, & Edward Jones. Retire With Swan focuses on retirement-centered financial planning and discretionary investment management for individual and high-net-worth clients. The firm employs a goals-based, long-term investment approach emphasizing strategic asset allocation, diversification, and regular portfolio monitoring.
Verified by Warmer
Series 63, Series 66
Frisco, TX
Cetera
Series 63, Series 65, Series 66
Frisco, TX
Two Pillars Asset Management
Series 65
Corinth, TX
Tooth & Coin Wealth
Series 63
Addison, TX
Prudent Money Financial Services
Series 63, Series 65
Frisco, TX
Avenue Retirement Services
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