# Dana Lyon

> Dana Lyon is a fee-only financial advisor at Capital Wise Advisory in Wesley Chapel, Florida. Dana charges a percentage of assets (1.2% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/dana-lyon/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Capital Wise Advisory
- **Based in:** Wesley Chapel, Florida
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1.2% a year on the first tier of assets managed
- **Assets under management (firm):** $4.0M across 47 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Pre-retirees, Retirees
- **CRD:** 2326989 (https://adviserinfo.sec.gov/individual/summary/2326989)
- **SEC registration:** Investment adviser representative in FL, GA
- **Exams passed:** Series 63 (1993), Series 65 (2024)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.capitalwiseadvisory.com

## Frequently asked questions

### Is Dana Lyon a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Dana holds no broker registration, and Capital Wise Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Dana charge for financial advice?

Dana charges a percentage of assets.

### How much does Dana charge?

According to Capital Wise Advisory's website, checked October 30, 2026: 1.2% a year on the first tier of assets managed.

### Where is Dana Lyon based?

Dana Lyon is based in Wesley Chapel, Florida.

### What does Dana specialize in?

Dana's specialties include retirement planning, tax planning and estate & legacy planning. Dana works with pre-retirees and retirees.

### Is Dana Lyon registered with the SEC?

Yes. Dana Lyon is registered as an investment adviser representative in FL and GA (CRD 2326989), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Capital Wise Advisory manage?

Capital Wise Advisory reports $4.0M across 47 accounts in assets under management.

### How do I contact Dana Lyon?

Through Dana's website, www.capitalwiseadvisory.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2326989): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.capitalwiseadvisory.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.