Advisor at The Norden Group LLC
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
The Norden Group LLC
Location
Centerville, UT 84014
Credentials
Series 65
Industry experience
7 years
Rachelle Dillingham is a Series 65 licensed advisor with seven years of industry experience, currently with The Norden Group LLC. She is also a CPA and provides tax and accounting services through Layton & Associates, her primary business. Her work history includes roles at Portside Wealth Group, TownSquare Capital, GLS CPAs, and American Landmark. The Norden Group LLC offers investment advisory and planning services to individuals, charitable organizations, and businesses, managing approximately $1.74 billion in client assets primarily through discretionary portfolio management, model portfolios, and third-party money managers. The firm combines investment management with insurance product offerings and emphasizes operational outsourcing through a turnkey asset management platform.
Based on The Norden Group LLC
Based on The Norden Group LLC
Financial planning services fixed fee generally ranges between $0 to $75,000 (negotiable). Consulting services charged as fixed fee determined case-by-case.
0% to 2.50% annually (negotiable, varies by asset size, service complexity, and administration level)
Insurance commissions earned by licensed insurance agents affiliated with the firm, separate and in addition to advisory fees.
125 S Main St
Centerville, UT 84014
Utah
The Norden Group
2024 - Present (2 years)
Portside Wealth Group
2023 - Present (3 years)
Layton & Associates
2018 - Present (8 years)
TownSquare Capital
2018 - Present (8 years)
GLS CPAs
2016 - 2018 (2 years)
American Landmark
2014 - 2016 (2 years)
Self Employed
2010 - 2016 (6 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.
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CFA®, Series 63, Series 66
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Series 63, Series 66
Kaysville, UT
Monson Wealth Management LLC
Series 63, Series 65
Salt Lake City, UT
Lota Advisors LLC.
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