Nancy Dickson
Dickson Financial Group, LLC. · Comfort, Texas
Nancy Dickson is a fee-only financial advisor at Dickson Financial Group, LLC. in Comfort, Texas. Dickson Financial Group, LLC. reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Dickson Financial Group, LLC. |
|---|---|
| Based in | Comfort, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $6.5M across 31 accounts |
| SEC registration | Investment adviser representative in TX · CRD 4087703 |
| Exams passed | Series 63 (2000) · Series 65 (2000) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.dicksonfinancial.com |
How Nancy's firm compares
- Dickson Financial Group, LLC.'s average account is about $209,000, from its Form ADV (assets managed divided by 31 accounts).
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Questions about Nancy
Is Nancy Dickson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nancy holds no broker registration, and Dickson Financial Group, LLC. reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nancy charge for financial advice?
Nancy's firm, Dickson Financial Group, LLC., reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Nancy Dickson based?
Nancy Dickson is based in Comfort, Texas.
Is Nancy Dickson registered with the SEC?
Yes. Nancy Dickson is registered as an investment adviser representative in TX (CRD 4087703), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Dickson Financial Group, LLC. manage?
Dickson Financial Group, LLC. reports $6.5M across 31 accounts in assets under management.
How do I contact Nancy Dickson?
Through Nancy's website, www.dicksonfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
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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