user avatar

Orrodon Dinkins

Advisor at OBN Wealth Advisors

Updated today

Location

Lake Spivey, GA

Credentials

ChFC®, Series 63, Series 65

Industry experience

15 years

About

Orrodon Dinkins is a ChFC® credentialed financial advisor with 15 years of industry experience. He is the principal of OBN Wealth Advisors, an independent firm he has led since 2016. Prior to founding OBN Wealth Advisors, he worked at Park Avenue Securities LLC and Guardian Life Insurance Company. Outside of advising, he is an author and professional speaker through his involvement with One Bucket Nation LLC. OBN Wealth Advisors serves individuals, including high-net-worth clients, and small businesses by providing financial planning, investment consultation, retirement-plan advice, and portfolio management. The firm combines fundamental analysis with technical and cyclical methods, using both active and passive management strategies, and offers educational seminars and written materials alongside its advisory services.

Client services

Based on OBN Wealth Advisors

Financial planning Portfolio management Newsletters or periodicals Educational seminars or workshops

Expertise

Based on OBN Wealth Advisors

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Retirement withdrawal strategies Divorce financial planning

Occupation focus

Based on OBN Wealth Advisors

Executive Founder/Business Owner

Demographic focus

Based on OBN Wealth Advisors

Married/Couples/Partners Divorced Approaching retirement

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Fee options

Fixed

Fixed fees for planning engagements ranging from $1,875 to $10,000 and monthly fixed fees $200 to $400

Percentage

$0 - $499,999: 1.00% annually $500,000 - $999,999: 0.85% annually $1,000,000 - $2,999,999: 0.70% annually $3,000,000 - $4,999,999: 0.55% annually $5,000,000+: 0.50% annually

Project-based

$350 per hour (one hour minimum), billed in six-minute increments

Other

Fee-only: Financial planning fixed fees from $1,875 to $10,000; monthly fixed fees $200 to $400; hourly fees $350/hour

Location

Lake Spivey, GA

Most active in

Georgia · Texas

Work history

Obn Wealth Advisors, Llc

2016 - Present (10 years)

Primerica Advisors

2009 - 2016 (7 years)

Guardian Life Insurance Company

2009 - 2016 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Active portfolio management Options & derivatives strategies Founder/Business Owner
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