Isaac David Dickey
Investment Adviser Representative at APRIO WEALTH MANAGEMENT, LLC
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Assets $0 - $250,000 | 0.00% |
| Assets $250,001 to $2,499,999 | 1.00% |
| Assets $2,500,000 to $4,999,999 | 0.75% |
| Assets $5,000,000 to $9,999,999 | 0.50% |
| Assets > $10 million | 0.00% |
Firm-stated minimum; may be waived at the firm's discretion.
Aprio Wealth Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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