# Dylan Swanson

> Dylan Swanson is a fee-only financial advisor at Sather Financial Group in Victoria, Texas. Sather Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/dylan-swanson/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Sather Financial Group
- **Based in:** Victoria, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $2.27B across 1,506 accounts
- **CRD:** 7959615 (https://adviserinfo.sec.gov/individual/summary/7959615)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2024)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://satherfinancial.com

## Frequently asked questions

### Is Dylan Swanson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Dylan holds no broker registration, and Sather Financial Group 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, Sather Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Dylan Swanson based?

Dylan Swanson is based in Victoria, Texas.

### Is Dylan Swanson registered with the SEC?

Yes. Dylan Swanson is registered as an investment adviser representative in TX (CRD 7959615), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sather Financial Group manage?

Sather Financial Group reports $2.27B across 1,506 accounts in assets under management.

### How do I contact Dylan Swanson?

Through Dylan's website, satherfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7959615): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.