# Leon Dulion

> Leon Dulion is a fee-only financial advisor at DNA Wealth Management in Pensacola, Florida. Leon charges hourly fees and an ongoing planning fee (no asset minimum).

Page: https://find.wellspent.co/advisors/leon-dulion/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** DNA Wealth Management
- **Based in:** Pensacola, Florida
- **Fee model:** Hourly; Ongoing planning fee
- **Fees (firm's website):** no asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $21.9M across 100 accounts
- **CRD:** 6399871 (https://adviserinfo.sec.gov/individual/summary/6399871)
- **SEC registration:** Investment adviser representative in AL, FL
- **Exams passed:** Series 66 (2015)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.dnawealthmgt.com

## Frequently asked questions

### Is Leon Dulion a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Leon holds no broker registration, and DNA Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Leon charge for financial advice?

Leon charges hourly fees and an ongoing planning fee.

### How much does Leon charge?

According to DNA Wealth Management's website, checked October 30, 2026: no asset minimum.

### Does Leon work with clients virtually?

Yes. DNA Wealth Management says on its website that it works with clients remotely.

### Where is Leon Dulion based?

Leon Dulion is based in Pensacola, Florida.

### Is Leon Dulion registered with the SEC?

Yes. Leon Dulion is registered as an investment adviser representative in AL and FL (CRD 6399871), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does DNA Wealth Management manage?

DNA Wealth Management reports $21.9M across 100 accounts in assets under management.

### How do I contact Leon Dulion?

Through Leon's website, www.dnawealthmgt.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6399871): 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
- The firm's website (https://dnawealthmgt.com/): specialties, clients served, and fees, checked October 30, 2026

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