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Stephen Glynn Dyer

Advisor at Motiv8 Investments LLC — Augusta, GA

Updated today

Credentials

CFP®, Series 65

Experience

14 years

Location

Augusta, GA 30909

Motiv8 Investments LLC logo

Motiv8 Investments LLC

Team

Total advisors

11

Across 9 offices

Clients per advisor

65 High

Avg AUM per client

$302,587 Very Low

HNW client ratio

6% Very Low

About

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.

Client services

Based on Motiv8 Investments LLC

Financial planning Portfolio management

Expertise

Based on Motiv8 Investments LLC

General estate planning guidance Cash flow / budgeting College savings (529s, UTMA, etc.) Wealth management

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Fee options

Fixed

Fixed fees for financial planning ranging from $1,000 to $10,000

Percentage

$0+: Negotiable up to 2% annually $0 (held away assets)+: 1.45% annually

Commissions

Commissions earned for insurance products sales by associated persons, separate from advisory fees

Project-based

Hourly fee of $300 for financial planning consulting services

Other

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

Location

See office

Augusta, GA

3633 Wheeler Rd., Suite 210

Augusta GA 30909

Advisors at this office

1

Most active in

Georgia

Work history

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

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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Michael C

ChFC®, Series 65

Augusta, GA

CAVE, INC.

Michael Cave is the sole advisor at CAVE, INC. in Augusta, GA, holding the ChFC® designation and a Series 65 license with 22 years of industry experience. He has been with CAVE, INC. since 1993. He is also a licensed insurance agent and counselor, dedicating part of his time to those roles. CAVE, INC. provides financial planning and investment advisory services primarily to individual clients, including retirement accounts. The firm employs a discretionary investment strategy focused on market timing with ETFs and individual stocks, emphasizing capital conservation and incorporating insurance expertise in evaluating life insurance and annuity contracts.

Active portfolio management
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Sylvester L

Series 63, Series 65

Augusta, GA

Larkins & Associates Financial Services, LLC

Sylvester Larkins is a financial advisor with Larkins & Associates Financial Services, LLC in Augusta, GA, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at Cetera and Cetera Financial Specialists LLC since 2002 and serves as treasurer for First Shiloh Baptist Church, managing its financial transactions and consulting on financial matters. Larkins & Associates Financial Services provides personalized financial planning and investment consultation to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers comprehensive planning, retirement and estate planning, tax preparation, and pension consulting, delivering advice on a primarily non-discretionary basis while combining advisory services with broker-dealer and insurance activities.

General retirement planning General tax planning Founder/Business Owner
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Victor O

Series 65

Evans, GA

Prometheus Wealth Management, LLC

Victor Onate is a financial advisor at Prometheus Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has been working at Prometheus Wealth Management since 2015. In addition to his advisory role, he is co-owner of a non-institutional lending business, Vic-To Enterprises. Prometheus Wealth Management provides portfolio management, financial planning, and hourly planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a long-term trading approach that combines fundamental, technical, and quantitative analysis with modern portfolio theory, primarily recommending equities and ETFs.

Wealth management Passive / index investing Annuities Real estate investing
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Ethan A

Series 63, Series 65

Augusta, GA

Andrews Investment Management

Ethan Andrews is the sole advisor at Andrews Investment Management in Augusta, GA, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has worked concurrently at Andrews Investment Management and Wackenhut Services Inc. since 2006. Outside of his advisory work, Andrews and his wife own and operate a local laundromat business. Andrews Investment Management provides discretionary, fee-based portfolio management primarily for individual clients, managing about $15 million across approximately 50 accounts. The firm emphasizes fundamental analysis and implements portfolios mainly through exchange-traded funds, while also utilizing a range of securities including mutual funds, OTC and foreign securities, corporate debt, certificates of deposit, U.S. government securities, and options.

Passive / index investing Active portfolio management Options & derivatives strategies
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Barry W

Series 63, Series 65

Martinez, GA

InvestmentPost Advisory

Barry Wheeler is a financial advisor with InvestmentPost Advisory, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with InvestmentPost Advisory since 1999, and previously spent 17 years at WM. Burnside. Outside of his advisory role, he is a joint owner of MYHEROCARD.COM, a discount products and services membership business. InvestmentPost Advisory provides discretionary and non-discretionary investment management to individuals, trusts, pension plans, and other entities. The firm employs asset-allocation models combined with value-oriented strategies and market timing, serving a small client base with portfolios consisting of stocks, bonds, options, mutual funds, and variable insurance products.

Options & derivatives strategies Active portfolio management
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Eulon P

Series 65

Martinez, GA

Purvis Investments, Inc.

Eulon Purvis is the sole advisor at Purvis Investments, Inc. in Martinez, GA, holding a Series 65 designation with 29 years of industry experience. He has led Purvis Investments since 1995. Purvis Investments provides personalized investment advisory services primarily to individual clients, focusing on discretionary portfolio management and a proprietary market timing system. The firm emphasizes technical analysis and uses selected mutual funds as the main investment vehicles, applying short-term trading tactics when appropriate.

Passive / index investing
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