Ashley Marie Dixon
Advisor at My Money Person
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®
Experience Industry experience
6 years
Location
Remote
About
Ashley Dixon is a CFP® professional with six years of experience in financial planning. She founded and currently operates My Money Person LLC, an independent advisory firm, and previously worked at Gen Y Planning. My Money Person LLC provides financial planning services to individuals and high-net-worth clients through project-based work, ongoing comprehensive programs, and limited-scope support delivered via a mobile app and financial coaching. The firm emphasizes passive, asset-allocation investment strategies based on modern portfolio theory and does not offer discretionary investment management or custody of client assets.
Expertise
Based on My Money Person
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
Fee options
Project-based financial planning fixed fee between $300 and $900, negotiated. First month of Limited Scope Ongoing Financial Planning is $100, then $50 monthly ongoing.
$150 per hour for hourly financial planning engagements (negotiable)
Ongoing Comprehensive Financial Planning monthly fee is 2% of annual household gross income, paid monthly or quarterly. Limited Scope Ongoing Financial Planning is $50 per month after first $100 initial month fee.
Fee-only: Fixed fee range between $300 and $900 for project-based financial planning (negotiable). Ongoing monthly fee 2% of annual household gross income, paid monthly or quarterly. Also ongoing financial planning at $50/month after initial $100 in first month for mobile app and coaching access.
Most active in
Ashley D has reported serving >5 clients in these states in the last 12 months.
Kansas
Work history
6 years of industry experience
My Money Person LLC
2021 - Present • 5 years
Leavenworth, KS
Gen Y Planning
2018 - 2021 • 3 years
Austin, TX
Unemployed
2017 - 2018 • 1 year
Honolulu, HI
PCS Grades
2017 - 2017 • 1 year
San Antonio, TX
Unemployed
2016 - 2016 • 1 year
Honolulu, HI
Disclosures
Disclosures are events advisors must report to regulators, such as customer complaints, regulatory actions, employment separations, bankruptcies, and criminal or civil proceedings. A disclosure may be pending or contested, or settled for business reasons with no admission or finding of wrongdoing.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)