Stephen Glynn Dyer
Advisor at Motiv8 Investments LLC — Augusta, GA
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.
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®, Series 65
Experience Industry experience
14 years
Location
Augusta, GA 30909
Motiv8 Investments LLC
Team
Stephen Dyer is a CFP® with 13 years of industry experience, currently serving as an advisor at Motiv8 Investments LLC. He has held roles at Optimal Wealth Strategies, Fusion Capital, and The Boggs Group. Outside of advising, he operates a personal tax preparation and financial coaching business through Optimal Wealth & Taxes, LLC. Motiv8 Investments LLC provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation, continuous monitoring, and periodic rebalancing, employing a range of analytical methods and utilizing custodial and third-party platforms to manage client portfolios.
Based on Motiv8 Investments LLC
Fixed fees for financial planning ranging from $1,000 to $10,000
$0+: Negotiable up to 2% annually $0 (held away assets)+: 1.45% annually
Commissions earned for insurance products sales by associated persons, separate from advisory fees
Hourly fee of $300 for financial planning consulting services
Account minimum: $50,000 Fee-only: Fixed fees ranging from $1,000 to $10,000 for broad-based financial planning (potentially higher in limited circumstances); hourly fee of $300/hour for specific financial planning services
Augusta, GA
3633 Wheeler Rd., Suite 210
Augusta GA 30909
Advisors at this office
1
Georgia
14 years of industry experience
Motiv8 Investments LLC
2021 - Present • 5 years
Augusta, GA
Optimal Wealth Strategies
2016 - Present • 10 years
Augusta, GA
Fusion Capital
2012 - 2021 • 9 years
Mt. Pleasant, SC
The Boggs Group
2010 - 2018 • 8 years
Augusta, GA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
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.
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