Lyn Dippel is a CFP-designated registered investment advisor at Curio Wealth, LLC, based in Annapolis, MD, with 23 years of industry experience. Lyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 347 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.40% |
The Advisory Service Agreement fee is generally negotiable. As a result, similarly situated clients could pay different fees.
Fee Estimator
Contact
Lyn Dippel
Location
721 Melvin Ave, Annapolis, MD, 21401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Curio Wealth, LLC
Previous Registrations
Bay Point Wealth
Fai Wealth Management
Cambridge Investment Reserarch, INC.
Trusted Advisors
State Registrations1 state
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Additional Information
Lyn Dippel has been a key member of previous firm, FAI Wealth Management since 2004. Senior Advisor and Chief Compliance Officer. As Lead Advisor, Lyn specializes in working with people going through life transitions and manages investments for those who are concerned with protecting their life savings and earning a stable return.Lyn holds a law degree from George Mason University School of Law and a Bachelor of Arts from the University of Richmond. She also holds the prestigious Certified Financial Planner® certification and is an active member of the Financial Planning Association of Maryland, NAPFA and the Baltimore Estate Planning Council. She has been interviewed and quoted by various national publications including Kiplinger’s, Smart Money Magazine and Business Week and has become a popular speaker on personal financial planning topics at professional conferences and for corporate audiences.In 2016 Lyn was named Five-Star Wealth Manager by Baltimore Magazine, and Top Money MAnager by Washingtonian Magazine. She has also been listed in Medical Economics Magazine as one of the Best Advisors for Doctors and received the Smart CEO Reader’s Choice award for Wealth Management.Lyn’s 25+ years of professional experience include her role as Co-founder and Senior Advisor for Symphony Financial, a wealth management firm in Herndon, VA and her role as Financial Advisor for Miller Musmar, a mid-sized CPA firm in Reston, VA, providing financial planning and asset management to individuals and small businesses.Lyn also serves on the Finance Committee for the Community Action Council of Howard County and is a memeber of the Howard County Estate Planning Council, the Financial Planning Association's National Capital Area Chapter, Leadership Howard County and Network 2000.