Dylan Lund Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$259,199
Total clients
2
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
2
Average account size
$129,600
About
Dylan Lund Financial, LLC provides fee‑only wealth management and comprehensive financial planning to individual clients, including higher‑net‑worth individuals. The firm offers ongoing discretionary portfolio management across stocks, bonds, mutual funds, ETFs, municipal securities and cash, and coordinates with third‑party professionals (such as attorneys or tax advisors) when clients request referrals.
Investment advice is grounded in Modern Portfolio Theory with an emphasis on strategic asset allocation and passive investments (index mutual funds and ETFs); socially responsible investing options and customized screens are available for clients who request value‑based portfolios. Clients typically grant limited discretionary trading authority and may impose written restrictions, and ongoing financial planning and monitoring are included with wealth management engagements.
The firm was newly registered in 2025 and currently operates at a very small scale—about $259,200 in assets under management and two clients—which may affect capacity and operational processes compared with larger peers. Its principal holds CFP® certification and has prior experience at national retirement services firms; the firm is unaffiliated with broker‑dealers, operates as fee‑only, does not engage in block trading, and does not vote client proxies.
Client services
Financial planning
Portfolio management
Fee options
$0 - $1,000,000: 1.00% $1,000,001+: 0.50%
Account minimum: No minimum account size requirement; however, there is a minimum annual fee of $2,040 Minimum fee: Minimum annual fee is $2,040 ($170 per month), which may be waived or reduced on a case-by-case basis Fee-only: Firm is fee-only, compensated solely by client fees; no commissions or sales-related compensation
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:
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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.
Main office location
Dylan Lund Financial, LLC
Delavan WI, United States
Number of offices
1
Forms ADV
Quick links
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