Dana Lyon
Capital Wise Advisory · Wesley Chapel, Florida
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
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 | $4.0M across 47 accounts |
| SEC registration | Investment adviser representative in FL, GA · CRD 2326989 |
| Exams passed | Series 63 (1993) · Series 65 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.capitalwiseadvisory.com |
| Profile |
How Dana's firm compares
- Capital Wise Advisory's average account is about $85,000, from its Form ADV (assets managed divided by 47 accounts).
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Questions about Dana
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.
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
- Capital Wise Advisory website : specialties, clients served, and fees, checked October 30, 2026
- 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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