Dale McMullen
Financial Advantage · Highland Vlg, Texas
Dale McMullen is a fee-only financial advisor at Financial Advantage in Highland Vlg, Texas, who holds the CFP credential. Financial Advantage reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Financial Advantage |
|---|---|
| Based in | Highland Vlg, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $22M across 57 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 4075671 |
| Exams passed | Series 63 (2000) · Series 65 (2001) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Dale's firm compares
- Financial Advantage's average account is about $386,000, from its Form ADV (assets managed divided by 57 accounts).
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Questions about Dale
Is Dale McMullen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dale holds no broker registration, and Financial Advantage reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dale charge for financial advice?
Dale's firm, Financial Advantage, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Dale McMullen based?
Dale McMullen is based in Highland Vlg, Texas.
What credentials does Dale McMullen hold?
Dale McMullen holds the CFP credential.
Is Dale McMullen registered with the SEC?
Yes. Dale McMullen is registered as an investment adviser representative in TX (CRD 4075671), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Advantage manage?
Financial Advantage reports $22M across 57 accounts in assets under management.
How do I contact Dale McMullen?
Contact details aren't on file yet. Search for Financial Advantage.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
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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