Alison Van Dyke
First and Main Financial · Piedmont, California
Alison Van Dyke is a fee-only financial advisor at First and Main Financial in Piedmont, California, who holds the CFP credential. First and Main Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | First and Main Financial |
|---|---|
| Based in | Piedmont, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $165.3M across 367 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 2702957 |
| Exams passed | Series 63 (1998) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.wolfersam.com |
How Alison's firm compares
- First and Main Financial's average account is about $450,000, from its Form ADV (assets managed divided by 367 accounts).
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Questions about Alison
Is Alison Van Dyke a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alison holds no broker registration, and First and Main Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alison charge for financial advice?
Alison's firm, First and Main Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Alison Van Dyke based?
Alison Van Dyke is based in Piedmont, California.
What credentials does Alison Van Dyke hold?
Alison Van Dyke holds the CFP credential.
Is Alison Van Dyke registered with the SEC?
Yes. Alison Van Dyke is registered as an investment adviser representative in CA (CRD 2702957), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does First and Main Financial manage?
First and Main Financial reports $165.3M across 367 accounts in assets under management.
How do I contact Alison Van Dyke?
Through Alison's website, www.wolfersam.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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