Dylan Bohnert
Vickerman Investment Advisors · Spokane, Washington
Dylan Bohnert is a fee-only financial advisor at Vickerman Investment Advisors in Spokane, Washington. Dylan focuses on retirement planning and tax planning. Vickerman Investment Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Vickerman Investment Advisors |
|---|---|
| Based in | Spokane, Washington |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $632.3M across 1,159 accounts |
| SEC registration | Investment adviser representative in WA · CRD 8033858 |
| Exams passed | Series 65 (2025) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.vickermandriscoll.com |
How Dylan's firm compares
- Vickerman Investment Advisors's average account is about $546,000, from its Form ADV (assets managed divided by 1,159 accounts).
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Questions about Dylan
Is Dylan Bohnert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dylan holds no broker registration, and Vickerman Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dylan charge for financial advice?
Dylan's firm, Vickerman Investment Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Dylan Bohnert based?
Dylan Bohnert is based in Spokane, Washington.
What does Dylan specialize in?
Dylan's specialties include retirement planning and tax planning.
Is Dylan Bohnert registered with the SEC?
Yes. Dylan Bohnert is registered as an investment adviser representative in WA (CRD 8033858), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Vickerman Investment Advisors manage?
Vickerman Investment Advisors reports $632.3M across 1,159 accounts in assets under management.
How do I contact Dylan Bohnert?
Through Dylan's website, www.vickermandriscoll.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
- Vickerman Investment Advisors 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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