Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Kaylynn D

PFS™, Series 63

Mansfield, TX

Wealth Management

Kaylynn Dalebout is a financial advisor at Wealth Management in Mansfield, TX, with seven years of industry experience. She holds the PFS™ designation and Series 63 license. Prior to joining Wealth Management, Kaylynn worked at Yellowstone Partners and currently owns Clockwork Accounting & Tax Services, which provides accounting and tax preparation services. She is also involved in managing an Airbnb property through Quiet Jungle Escape, LLC, and owns Iron Clad Excavation. Wealth Management serves a broad client base including individuals, pension and profit-sharing plans, trusts, corporations, and government entities. The firm employs a passive investment approach centered on no-load mutual funds and ETFs, emphasizing long-term, buy-and-hold strategies with periodic rebalancing, and provides fiduciary retirement-plan services and back-office support to other advisors.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) General retirement planning General tax planning Founder/Business Owner Executive
Warmer team member

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.

Find your advisor

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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")