Diana Lynn Bacon
DB
CFP

Diana Lynn Bacon

24 Years of Experience

Firm Information

Diana Lynn Bacon
Compensation
Fee-Only (AUM)
Firm Size
68 advisors
Compensation
Fee-Only (AUM)
Number of Advisors
68 advisors
Number of Clients
3,976 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$4.7B

Fee Structure

Minimum Investment:$500K
Financial Plan Fee:$1,000 - $25,000

Apella Capital, LLC charges fees based on a percentage of assets under management, with a maximum annual fee of 1.50%. They have a minimum account size of $500,000, but may waive this at their discretion. Financial planning services are offered for a fixed fee ranging from $1,000 to $25,000, depending on complexity. Fees may vary depending on when the client was introduced to Apella or which office location is servicing the client. Apella Ascent fees are .50% on assets under management.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation Planning
Loading...

Advisor Information

Office location

1808 S Good Latimer Expy, Dallas, TX, 75226

Get directions
Diana Lynn Bacon
DB
Contact
Diana Lynn Bacon
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.

Learn about disclosures →
Other Business Activities

Diana operates "Eating With Mom" as a sole proprietorship, focusing on converting families' cooking styles to gluten-free, whole foods. She anticipates spending about 10-20% of her time on this non-investment related activity during evenings and weekends.

Employment History
Current Registrations
Apella Wealth
January 2020 - Present · 6 yrs
Previous Registrations
Concert Wealth Management
January 2014 - July 2015 · 1 yr 6 mos
Bacon Financial Management, INC Dba Financial Strategies Group
February 2007 - December 2020 · 13 yrs 10 mos
Bacon Financial Management, INC Dba Financial Strategies Group
February 2007 - January 2020 · 12 yrs 11 mos
Paratus Financial, INC.
January 2005 - November 2006 · 1 yr 10 mos
Ernst & Young Investment Advisers LLP
February 2003 - September 2004 · 1 yr 7 mos
The Ayco Company,l.p.
May 2000 - January 2003 · 2 yrs 8 mos
State Registrations3 states
CACTTX
Advisor
Exams
No exam information available for this advisor.
Diana Lynn Bacon
DB
Contact
Diana Lynn Bacon
Diana Lynn Bacon - Financial Advisor | AdvisorDiscover