Elizabeth Dye
LoneTree Wealth Management · Memphis, Tennessee
Elizabeth Dye is a fee-only financial advisor at LoneTree Wealth Management in Memphis, Tennessee. Elizabeth focuses on equity compensation. LoneTree Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | LoneTree Wealth Management |
|---|---|
| Based in | Memphis, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $47.1M across 361 accounts |
| SEC registration | Investment adviser representative in TN · CRD 7005126 |
| Exams passed | Series 63 (2023) · Series 65 (2023) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | lonetreewealth.com |
| Profile |
How Elizabeth's firm compares
- LoneTree Wealth Management's average account is about $130,000, from its Form ADV (assets managed divided by 361 accounts).
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Questions about Elizabeth
Is Elizabeth Dye a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Elizabeth holds no broker registration, and LoneTree Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Elizabeth charge for financial advice?
Elizabeth's firm, LoneTree Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Elizabeth Dye based?
Elizabeth Dye is based in Memphis, Tennessee.
What does Elizabeth specialize in?
Elizabeth's specialties include equity compensation.
Is Elizabeth Dye registered with the SEC?
Yes. Elizabeth Dye is registered as an investment adviser representative in TN (CRD 7005126), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does LoneTree Wealth Management manage?
LoneTree Wealth Management reports $47.1M across 361 accounts in assets under management.
How do I contact Elizabeth Dye?
Through Elizabeth's website, lonetreewealth.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
- LoneTree Wealth Management 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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