Dylan Tucker
DWT Financial · Bluffton, South Carolina
Dylan Tucker is a fee-only financial advisor at DWT Financial in Bluffton, South Carolina. DWT Financial reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | DWT Financial |
|---|---|
| Based in | Bluffton, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Fees (firm's website) | No asset minimum |
| Assets under management | $607K across 13 accounts |
| SEC registration | Investment adviser representative in SC · CRD 7806562 |
| Exams passed | Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | dwtfinancial.com |
| Profile |
How Dylan's firm compares
- DWT Financial's average account is about $47,000, from its Form ADV (assets managed divided by 13 accounts).
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Questions about Dylan
Is Dylan Tucker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dylan holds no broker registration, and DWT Financial 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, DWT Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
How much does Dylan charge?
According to DWT Financial's website, checked October 30, 2026: no asset minimum.
Where is Dylan Tucker based?
Dylan Tucker is based in Bluffton, South Carolina.
Is Dylan Tucker registered with the SEC?
Yes. Dylan Tucker is registered as an investment adviser representative in SC (CRD 7806562), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does DWT Financial manage?
DWT Financial reports $607K across 13 accounts in assets under management.
How do I contact Dylan Tucker?
Through Dylan's website, dwtfinancial.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
- DWT Financial 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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