Stephen Dygos
Schwarz Dygos Wheeler IA · Minneapolis, Minnesota
Stephen Dygos is a fee-only financial advisor at Schwarz Dygos Wheeler IA in Minneapolis, Minnesota, who holds the CFP and CPWA credentials. Schwarz Dygos Wheeler IA reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Schwarz Dygos Wheeler IA |
|---|---|
| Based in | Minneapolis, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $730.4M across 2,004 accounts |
| Credentials | CFP · CPWA |
| SEC registration | Investment adviser representative in MN, TX · CRD 3273752 |
| Exams passed | Series 66 (2000) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | sdwia.com/team/stephen-j-dygos-cfp |
How Stephen's firm compares
- Schwarz Dygos Wheeler IA's average account is about $364,000, from its Form ADV (assets managed divided by 2,004 accounts).
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Questions about Stephen
Is Stephen Dygos a fee-only financial advisor?
Yes. Stephen Dygos is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Stephen's firm.
How does Stephen charge for financial advice?
Stephen's firm, Schwarz Dygos Wheeler IA, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephen Dygos based?
Stephen Dygos is based in Minneapolis, Minnesota.
What credentials does Stephen Dygos hold?
Stephen Dygos holds the CFP and CPWA credentials.
Is Stephen Dygos registered with the SEC?
Yes. Stephen Dygos is registered as an investment adviser representative in MN and TX (CRD 3273752), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Schwarz Dygos Wheeler IA manage?
Schwarz Dygos Wheeler IA reports $730.4M across 2,004 accounts in assets under management.
How do I contact Stephen Dygos?
Through Stephen's website, sdwia.com/team/stephen-j-dygos-cfp.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minneapolis
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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