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
Series 63, Series 65
Experience Industry experience
—
Location
Remote
Maseco Private Wealth
Multi-team
Total advisors
8Clients per advisor
430 Very HighAvg AUM per client
$1,428,211 HighHNW client ratio
21% TypicalDylan Evans is a financial advisor at Maseco Private Wealth with Series 63 and Series 65 licenses and approximately one year of experience at the firm. His prior work includes roles at UBS and various organizations including the University of Vermont and The American School in London. Maseco Private Wealth is an SEC-registered, FCA-authorised firm that provides fee-based private wealth services and financial planning for individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a systematic, evidence-based investment process with diversified ETF-based portfolios and offers bespoke adjustments, including a Low Carbon Centric option.
Based on Maseco Private Wealth
Based on Maseco Private Wealth
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.90% $2,500,001 - $5,000,000: 0.80% $5,000,001+: 0.70%
Account minimum: $1,000,000 Minimum fee: Minimum quarterly fee of $1,875 (plus VAT, where applicable) payable in advance. Fee-only: Fees charged as percentage of AUM on a tiered scale; no commissions; client pays platform and custodial fees separately.
Texas
Maseco LLP
2025 - Present • 1 year
London
Ubs
2024 - 2025 • 1 year
Charlotte, NC
Unemployed
2024 - 2024 • 1 year
Bluffton, SC
ONDA
2023 - 2023 • 1 year
London
Sir John Balcombe
2023 - 2023 • 1 year
London
Unemployed
2023 - 2023 • 1 year
Bluffton, SC
University of Vermont
2022 - 2023 • 1 year
Burlington, VT
University of Vermont
2022 - 2022 • 1 year
Burlington, VT
University of Vermont
2022 - 2022 • 1 year
Burlington, VT
Sugarbush Ski Resort
2022 - 2022 • 1 year
Warren, VT
University of Vermont
2021 - 2022 • 1 year
Burlington, VT
Bay Head Yacht Club
2021 - 2021 • 1 year
Bay Head, NJ
WealthKernel
2020 - 2020 • 1 year
London
Clemson University
2019 - 2021 • 2 years
Clemson, SC
WealthKernel
2019 - 2019 • 1 year
London
The American School in London
2010 - 2019 • 9 years
London
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Insurance agent
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Trust company
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Other specialized services
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Is not active or affiliated with:
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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