Dell Thomason
Joyce Wealth Management · Houston, Texas
Dell Thomason is a fee-only financial advisor at Joyce Wealth Management in Houston, Texas. Dell focuses on retirement planning, estate & legacy planning and tax planning. Joyce Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Multi-generational families
Facts
| Firm | Joyce Wealth Management |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Assets under management | $483.1M across 949 accounts |
| SEC registration | Investment adviser representative in TX · CRD 2249575 |
| Exams passed | Series 63 (1992) · Series 65 (1992) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.joycewealthmanagement.com |
| Profile |
How Dell's firm compares
- Joyce Wealth Management's average account is about $509,000, from its Form ADV (assets managed divided by 949 accounts).
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Questions about Dell
Is Dell Thomason a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dell holds no broker registration, and Joyce Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dell charge for financial advice?
Dell's firm, Joyce Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Dell charge?
According to Joyce Wealth Management's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Where is Dell Thomason based?
Dell Thomason is based in Houston, Texas.
What does Dell specialize in?
Dell's specialties include retirement planning, estate & legacy planning and tax planning. Dell works with retirees and multi-generational families.
Is Dell Thomason registered with the SEC?
Yes. Dell Thomason is registered as an investment adviser representative in TX (CRD 2249575), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Joyce Wealth Management manage?
Joyce Wealth Management reports $483.1M across 949 accounts in assets under management.
How do I contact Dell Thomason?
Through Dell's website, www.joycewealthmanagement.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
- Joyce Wealth Management 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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