Carlton Dixon
Sapere Wealth Management · Matthews, North Carolina
Carlton Dixon is a fee-only financial advisor at Sapere Wealth Management in Matthews, North Carolina, who holds the ChFC credential. Sapere Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Sapere Wealth Management |
|---|---|
| Based in | Matthews, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $604.8M across 240 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in VA · CRD 1254193 |
| Exams passed | Series 63 (1987) · Series 65 (2003) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.sapere.com |
How Carlton's firm compares
- Sapere Wealth Management's average account is about $2.5 million, from its Form ADV (assets managed divided by 240 accounts).
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Questions about Carlton
Is Carlton Dixon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carlton holds no broker registration, and Sapere Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Carlton charge for financial advice?
Carlton's firm, Sapere Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Carlton Dixon based?
Carlton Dixon is based in Matthews, North Carolina.
What credentials does Carlton Dixon hold?
Carlton Dixon holds the ChFC credential.
Is Carlton Dixon registered with the SEC?
Yes. Carlton Dixon is registered as an investment adviser representative in VA (CRD 1254193), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sapere Wealth Management manage?
Sapere Wealth Management reports $604.8M across 240 accounts in assets under management.
How do I contact Carlton Dixon?
Through Carlton's website, www.sapere.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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