Dylan Lund Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$259,199
Clients
2
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
$129,600
About
The firm offers fee-only wealth management and comprehensive financial planning to individual clients, including high‑net‑worth individuals, using discretionary portfolio management and ongoing planning engagements. As of December 31, 2025 it reported roughly $259,000 in discretionary assets under management across two client relationships.
Its investment approach is grounded in Modern Portfolio Theory and strategic asset allocation, with a preference for passive instruments (index mutual funds and ETFs) while accommodating customized portfolios that may include individual securities and socially responsible (ESG) options. Accounts are typically managed on a discretionary basis and the firm includes ongoing financial planning and periodic monitoring as part of its wealth management services.
Distinctive aspects noted in the brochure include that the firm is newly established and its advisor holds the CFP® designation, while also devoting over 10% of their time to an unrelated business venture. The firm trades client accounts on an individual basis rather than aggregating block trades, recommends Charles Schwab for custody and may make use of Schwab’s institutional support services — arrangements the brochure says are reviewed to address potential conflicts of interest.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Retirement income strategy
College savings (529s, UTMA, etc.)
Fee options
$0 - $1,000,000: 1.00% $1,000,001+: 0.50%
Minimum fee: $2,040 annually ($170 per month), minimum fee is negotiable and may be waived or reduced Fee-only: Fee-only compensation solely from clients; no commissions or other sales-related compensation received
Main office location
Dylan Lund Financial, LLC
Delavan WI, United States
Number of offices
1
Most active in
Dylan Lund Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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:
-
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.
-
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.
Forms ADV
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