Dylan Payne
Exponent Wealth · Lindon, Utah
Dylan Payne is a fee-only financial advisor at Exponent Wealth in Lindon, Utah. Exponent Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Exponent Wealth |
|---|---|
| Based in | Lindon, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $110.4M across 464 accounts |
| SEC registration | Investment adviser representative in UT · CRD 7676421 |
| Exams passed | Series 65 (2023) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.crescerawealth.com |
How Dylan's firm compares
- Exponent Wealth's average account is about $238,000, from its Form ADV (assets managed divided by 464 accounts).
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Questions about Dylan
Is Dylan Payne a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dylan holds no broker registration, and Exponent Wealth 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, Exponent Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Dylan Payne based?
Dylan Payne is based in Lindon, Utah.
Is Dylan Payne registered with the SEC?
Yes. Dylan Payne is registered as an investment adviser representative in UT (CRD 7676421), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Exponent Wealth manage?
Exponent Wealth reports $110.4M across 464 accounts in assets under management.
How do I contact Dylan Payne?
Through Dylan's website, www.crescerawealth.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
- 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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