DL

Donald Wayne Lamison

27 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
7 advisors
Number of Clients
806 clients
Average Client Portfolio
$674K average
Assets Under Management
$543.2M

Fee Structure

Minimum Investment:$50K

Mulholland generally charges a 1.45% annual management fee based on the total household account value. A minimum of $200,000 is generally required to open an account directly with Mulholland, or $50,000 if introduced through a Mulholland Investment Advisory Representative. Accounts less than $50,000 may be accepted at Mulholland's discretion. This fee does not include custodial fees or Overlay Manager fees, which typically range from 0.10% to 0.30% annually. All advisory fees are negotiable. Financial planning services are available through True Peace Financial for an additional fee.

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInvestment ManagementHigh Net Worth
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Advisor Information

Office location

4110 N. Scottsdale Rd., Ste. 125, Scottsdale, AZ, 85251

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Donald is affiliated with Hershberger Insurance Agency since 1999, selling property and casualty insurance, as well as a small amount of life insurance and annuities. He also works as the head varsity hockey coach at Westmont Hill Top High School, dedicating about 10-20% of his time to this role.

Employment History
Current Registrations
Sequinox Wealth Management, LLC
June 2025 - Present · 7 mos
Mulholland Wealth Advisors, LLC
April 2022 - Present · 3 yrs 9 mos
Previous Registrations
Highland Financial, Ltd
September 2018 - December 2023 · 5 yrs 3 mos
Trustmont Financial Group, INC.Broker
May 2014 - July 2018 · 4 yrs 2 mos
Highland Financial, Ltd.Broker
January 2000 - May 2014 · 14 yrs 4 mos
Nylife Securities INC.Broker
March 1998 - December 1999 · 1 yr 9 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.