Infinity Financial Services Advisory
47yrs
Top advisor by experience in Oakland
New
Dylan Mann
Financial advisor at Liberty Wealth Management
Dylan Mann is a fiduciary financial advisor in Oakland, California, registered since Aug 2026. Dylan joined Liberty Wealth Management in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Liberty Wealth Management reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 271 advisors with offices in Oakland, and one of 231 fiduciaries.
At a glance
ExperienceNew to the profession (since Aug 2026)
How that compares ?New to the profession
Office411 30th Street 2nd Floor, Oakland, CA 94609
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee, Other
Typical client at the firm ?$1.11 million
Advisors at the firm25
States licensed ?1 state
Services through Liberty Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
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
- Aug 2026 – nowLiberty Wealth Management, LLCCurrent firm
Contact Dylan
(510) 903-5489Liberty Wealth Management main office 411 30th Street 2nd FloorOakland, CA 94609Office · Get directions Firm websitelibertygroupllc.com/protectyourassets
Is 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.
- Who on your team supports you, and who reviews the recommendations you make?
- Your firm can charge performance-based fees. Would that apply to me?
- 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 Liberty Wealth Management at (510) 903-5489 and ask for Dylan Mann. Dylan works from the Oakland, CA office.
How long has Dylan been a financial advisor?
Dylan is new to the profession, registered since Aug 2026, and holds 1 license.
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?
Liberty Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains, other 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.
Other advisors nearby
Morgan Stanley
43yrs
Top 1% by experience in Oakland
Morgan Stanley
42yrs
Top 1% by experience in Oakland
Infinity Financial Services Advisory
42yrs
Top 1% by experience in Oakland
Infinity Financial Services Advisory
41yrs
Top 2% by experience in Oakland
Infinity Financial Services Advisory
41yrs
Top 2% by experience in Oakland