Advisor at DNA Wealth Management LLC
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Firm
DNA Wealth Management LLC
Location
Pensacola, FL
Credentials
Series 66
Industry experience
11 years
Leon Dulion is a financial advisor with DNA Wealth Management LLC in Pensacola, FL. He holds a Series 66 designation and has 11 years of industry experience, including six years at Edward Jones before founding his current firm in 2020. Dulion is involved in several non-investment activities, including ownership of a nonprofit organization, Altruist Properties, Inc., and participation in the Notre Dame Alumni Club of Pensacola. DNA Wealth Management provides investment management, financial planning, and defined-contribution plan participant account management. The firm serves individuals, high-net-worth clients, families, and small businesses, utilizing a client-specific approach that integrates Modern Portfolio Theory with various analytical methods to build diversified portfolios.
Based on DNA Wealth Management LLC
One-time comprehensive financial planning fixed fee between $400 and $2,000; ongoing financial planning upfront fee $1,000 to $2,000
$0 - $1,000,000: 0.95% $1,000,001 - $3,000,000: 0.25% $3,000,001+: Negotiable
Project based consultation services at $150 per hour
Ongoing financial planning monthly fee ranging from $100 to $300
Minimum fee: $10.00 per month minimum fee for investment advisory services Fee-only: Financial planning fixed fees ranging from $400 to $2,000; ongoing financial planning monthly fees ranging from $100 to $300; hourly project fees $150/hour; one-time tax strategy consult $250
Pensacola, FL
Alabama · Florida
DNA Wealth Management LLC
2020 - Present (6 years)
Edward Jones
2014 - 2020 (6 years)
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Insurance agent
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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