Drew Lanphear
Dickmeyer Boyce Financial Mgmt., Inc. · Milwaukee, Wisconsin
Drew Lanphear is a fee-only financial advisor at Dickmeyer Boyce Financial Mgmt., Inc. in Milwaukee, Wisconsin, who holds the CFP, RICP and BA credentials. Dickmeyer Boyce Financial Mgmt., Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Dickmeyer Boyce Financial Mgmt., Inc. |
|---|---|
| Based in | Milwaukee, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $438.5M across 1,253 accounts |
| Credentials | CFP · RICP · BA |
| Firm size | 8 employees |
| Website | dickmeyerboyce.com |
| Profile |
How Drew's firm compares
- Dickmeyer Boyce Financial Mgmt., Inc.'s average account is about $350,000, from its Form ADV (assets managed divided by 1,253 accounts).
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Questions about Drew
Is Drew Lanphear a fee-only financial advisor?
Yes. Drew Lanphear is listed in the NAPFA directory (NAPFA admits only fee-only advisors).
How does Drew charge for financial advice?
Drew's firm, Dickmeyer Boyce Financial Mgmt., Inc., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Drew Lanphear based?
Drew Lanphear is based in Milwaukee, Wisconsin.
What credentials does Drew Lanphear hold?
Drew Lanphear holds the CFP, RICP and BA credentials.
How much does Dickmeyer Boyce Financial Mgmt., Inc. manage?
Dickmeyer Boyce Financial Mgmt., Inc. reports $438.5M across 1,253 accounts in assets under management.
How do I contact Drew Lanphear?
Through Drew's website, dickmeyerboyce.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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