Encompass More Asset Management
29yrs
Top advisor by experience in Lindon
3yrs
Dylan Payne
Financial advisor at Exponent Wealth
Based in Lindon, Utah, Dylan Payne is a fiduciary financial advisor with 3 years of industry experience. Dylan has been with Exponent Wealth since 2025; before that, Dylan spent a year at Drive Wealth Advisers. Exponent Wealth offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 11 advisors with offices in Lindon, and one of 9 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
OfficeLindon, UT
FirmExponent Wealth
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.15 million
Advisors at the firm7
States licensed ?1 state
Services through Exponent Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
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
- Apr 2025 – nowExponent Wealth LLCCurrent firm
- Aug 2023 – Oct 2024Drive Wealth AdvisersPreviously
Contact Dylan
(801) 459-1190Firm headquarters in Orem, UT. Ask for Dylan. Lindon, UTOffice · Get directions Firm websitewww.crescerawealth.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Dylan
Tailored to Dylan’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Dylan
How do I contact Dylan?
Call Exponent Wealth at (801) 459-1190 and ask for Dylan Payne. Dylan works from the Lindon, UT office.
How long has Dylan been a financial advisor?
Dylan has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Dylan hold?
Series 65. Tap any license on this page to see what it allows.
Is Dylan a fiduciary?
Dylan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dylan paid?
Exponent Wealth reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Dylan 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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