Dylan Swanson
Sather Financial Group · Victoria, Texas
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.
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Facts
| Firm | Sather Financial Group |
|---|---|
| Based in | Victoria, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.27B across 1,506 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7959615 |
| Exams passed | Series 65 (2024) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | satherfinancial.com |
How Dylan's firm compares
- Sather Financial Group's average account is about $1.5 million, from its Form ADV (assets managed divided by 1,506 accounts).
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Questions about Dylan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Victoria
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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