Dillon Cobb is a CFP-designated registered investment advisor at Simply Human Advisors, based in Abilene, TX, with 12 years of industry experience. Dillon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Estate Planning, and 6 more. Their firm serves 5 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Simply Human Advisors offers ongoing financial planning and investment management for an annual fee of 0.75% of your portfolio, calculated quarterly. This fee ranges from $7,500 to $30,000 per year, depending on your needs and the complexity of your situation. Fees are negotiable.
Contact
Dillon Cobb
Location
Abilene, TX
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Regulatory History
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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Current Registrations
Simply Human Advisors
Previous Registrations
Carter Asset Management
Carter Asset Management, INC.
Carter Asset Management, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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