Dylan Potter
Howe & Rusling · Rochester, New York
Dylan Potter is a fee-only financial advisor at Howe & Rusling in Rochester, New York, who holds the CFP credential. Howe & Rusling reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Howe & Rusling |
|---|---|
| Based in | Rochester, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $2.44B across 3,397 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 7368877 |
| Firm size | 25 employees |
| Disclosures | None reported |
| Website | www.howeandrusling.com |
How Dylan's firm compares
- Howe & Rusling's average account is about $717,000, from its Form ADV (assets managed divided by 3,397 accounts).
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Questions about Dylan
Is Dylan Potter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dylan holds no broker registration, and Howe & Rusling 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, Howe & Rusling, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Dylan Potter based?
Dylan Potter is based in Rochester, New York.
What credentials does Dylan Potter hold?
Dylan Potter holds the CFP credential.
Is Dylan Potter registered with the SEC?
Yes. Dylan Potter is registered as an investment adviser representative in NY (CRD 7368877), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Howe & Rusling manage?
Howe & Rusling reports $2.44B across 3,397 accounts in assets under management.
How do I contact Dylan Potter?
Through Dylan's website, www.howeandrusling.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
- Howe & Rusling 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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