Advisor at EPG Wealth Management LLC
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Firm
EPG Wealth Management LLC
Location
Atlanta, GA 30305
Credentials
Series 66
Industry experience
< 1 year
Dylan Mac Callum is a financial advisor at EPG Wealth Management LLC in Atlanta, GA, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining EPG and Arkadios Capital, he spent time at the University of Oregon and Pepperdine University. He has a minority ownership interest in two family-owned LLCs. EPG Wealth Management serves individuals, trusts, businesses, and retirement plans by providing portfolio management, financial planning, and retirement-plan consulting services. The firm uses customized investment plans and a mix of analytical approaches, managing accounts on a discretionary basis and offering access to third-party managers and alternative investments.
Based on EPG Wealth Management LLC
Based on EPG Wealth Management LLC
Fixed agreed upon rates for financial planning services (varies per client and task)
$0 - $500,000: 1.50% annually $500,001 - $2,500,000: 1.25% annually $2,500,001 - $4,000,000: 1.00% annually $4,000,001+: 0.75% annually
Brokerage commissions and fees from securities transactions, including potential fees from IPOs and secondary offerings via Arkadios Capital
Financial planning hourly rates from $175 to $500 per hour
Account minimum: $500,000 Minimum fee: Minimum monthly fee of $10.42 for clients at NFS Fee-only: Financial planning fees charged hourly ranging from $175 to $500 per hour; or fixed agreed upon rate (varies by task)
309 East Paces Ferry Rd Ne, Ste 900
Atlanta, GA 30305
Georgia · Oregon
Arkadios Capital
2025 - Present (1 year)
EPG Wealth Management, LLC.
2025 - Present (1 year)
University of Oregon
2024 - 2025 (1 year)
Pepperdine University
2020 - 2024 (4 years)
Grant High School
2016 - 2020 (4 years)
All Saints School
2006 - 2016 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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