Dana Lyon
Advisor at Capital Wise Advisory
Updated today
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
Capital Wise Advisory
Location
Wesley Chapel, FL 33543
Credentials
Series 63, Series 65
Industry experience
30 years
About
Dana Lyon is a financial advisor at Capital Wise Advisory with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America/Merrill Lynch for 12 years. Outside of advising, he serves as the Treasurer on the Board of Directors for the Grant-Booster Foundation, a nonprofit organization, and is also active as a real estate sales associate. Capital Wise Advisory is an independent, fee-only firm that provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients. The firm uses a combination of passive and active strategies, fundamental and technical analysis, and modern portfolio theory to build portfolios tailored to client risk tolerance and asset allocation.
Expertise
Based on Capital Wise Advisory
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Fixed fees for financial planning services range from $1,000 to $10,000
$0 - $500,000: 1.20% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.50% $10,000,001+: Negotiable
$250 to $500 per hour for financial planning services
Account minimum: $350,000 Minimum fee: $6,000 annual minimum fee for investment management services Fee-only: Fee-only firm; fees are only from clients for advisory services, no commissions accepted.
Location
28210 Paseo Drive Suite 190 Office 314
Wesley Chapel, FL 33543
Most active in
Dana L has reported serving >5 clients in these states in the last 12 months.
Florida · Georgia
Work history
Dalton Wade Real Estate Group
2025 - Present (1 year)
Dalton Wade Real Estate Group
2024 - 2024 (1 year)
Capital Wise Advisory LLC
2023 - Present (3 years)
Bank Of America, N.A./Merrill Lynch, Pierce, Fenner & Smith
2011 - 2023 (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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