UBS Financial Services
47yrs
Top 1% by experience in Atlanta
14yrs
Dirk Wall
Financial advisor at Bison Wealth
Dirk Wall is a fiduciary financial advisor in Atlanta, Georgia, with 14 years in the industry. After five years at Truadvice and six years at Global Financial Private Capital, Dirk joined Bison Wealth in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Bison Wealth reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?More experience than 62% of advisors at Bison Wealth
Office3550 Lenox Road NE Suite 2550, Atlanta, GA 30326
FirmBison Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$296,894
Advisors at the firm61
States licensed ?1 state
Services through Bison Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2023 – nowBison Wealth, LLCCurrent firm
- 2018 – 2023Truadvice LLCPreviously
- 2012 – 2018Global Financial Private Capital, Inc.Previously
Contact Dirk
(404) 841-2224Bison Wealth main office 3550 Lenox Road NE Suite 2550Atlanta, GA 30326Office · Get directions Firm websitecapitaldefenderadvisors.com
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Questions to ask Dirk
Tailored to Dirk’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Dirk
How do I contact Dirk?
Call Bison Wealth at (404) 841-2224 and ask for Dirk Wall. Dirk works from the Atlanta, GA office.
How long has Dirk been a financial advisor?
Dirk has been in the industry since 2012, about 14 years. More experience than 62% of advisors at Bison Wealth.
What licenses does Dirk hold?
Series 65. Tap any license on this page to see what it allows.
Is Dirk a fiduciary?
Dirk is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dirk paid?
Bison Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Dirk for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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