Dionne Banks
Advisor at Maia Wealth
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.
Client services
Based on Maia Wealth
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Fee options
Estate Planning Coordination Service Fees range from $500 to $2,500, negotiable; Tax Coordination Service Fees range from $120 to $2,500, negotiable.
$0+: Up to 1.50% annually, negotiable based on account size, complexity, and activity $0+: For Retirement Plan Advisory Services: 0.10% to 1.00% annually $0+: For Financial Institution Consulting Services: 0.50% to 0.85% annually (basis points)
Financial Planning hourly rate if terminated early: $250/hour.
Fee-only: Financial Planning fees are fixed fees ranging from $1,000 to $25,000, negotiable based on complexity and agreed deliverables.
Location
Indianapolis, IN
Most active in
Dionne B has reported serving >5 clients in these states in the last 12 months.
Indiana · Texas
Work history
Maia Wealth
2022 - Present (4 years)
Edward Jones
2020 - 2022 (2 years)
Wal-Mart Stores, Inc.
2002 - 2020 (18 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.
Sam W
CFP®
Indianapolis, IN
WealthGuides LLC
I'm a fiduciary & CERTIFIED FINANCIAL PLANNER living in Indianapolis, Indiana but serving clients nationwide. For years I've helped individuals and families plan for retirement and other imporant financial decisions. In college, I studied economics with a concentration in finance. After college, I worked for large wealth management firm in Indiana and then a boutique financial advising office specializing in retirement planning. That firm was later acquired and after a few years working for the acquiring firm I left to start WealthGuides. As an advisor I've worked with clients age 22 to 92. While I've worked with a wide range of people, I've always found my passion was with working with people to create a plan for retirement. As an advisor I provide guidance to my clients on taxes, their investment portfolios, estate planning, & charitable giving amongst others areas. I show people where they can save on taxes and I give clarity and strategies for how my clients can maximize the potential for what they can spend on themselves and give to others. On the personal side I'm a runner, a reader, a cat dad, and a traveler. I also enjoy sipping on a nice glass of wine or whiskey.
Matthew H
Series 63, Series 65
Brownsburg, IN
Skyview Capital Management
Stephen H
Series 63, Series 65
Brownsburg, IN
Highsmith Financial Planning, LLC
Gene A
Series 63, Series 65
Indianapolis, IN
Austin Financial Strategies, Inc.
Corey R
Series 63, Series 65
Indianapolis, IN
C.R. Retirement Strategies, LLC
Bradley H
CFP®, Series 63
Beech Grove, IN
Henthorn Agency, Inc.
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