Profile Draft
- https://wysonfinancial.com/ - https://money.usnews.com/financial-advisors/advisor/daniel-wyson-4021197 - https://business.stgeorgechamber.com/list/member/wyson-financial-2692 - Verification notes: Founder/CEO Dan Wyson, CFP®. CIO Jared Wyson, CFP®. COO Jason Wright, CFP®. Affiliated with Commonwealth Financial Network broker-dealer. FINRA BrokerCheck verifiable. Address 375 E. Riverside Dr. Dan Wyson in financial services since 1979 and author of "21 Financial Myths."
Wyson Financial is a multi-generational St. George financial planning firm built around three CFP® professionals — Dan Wyson (founder/CEO), Jared Wyson (CIO), and Jason Wright (COO). Dan Wyson has been in the financial services industry since 1979, making the firm's effective tenure in Southern Utah one of the longest in this batch.
The firm is affiliated with Commonwealth Financial Network, an independent broker-dealer, which means Wyson is structured as a broker-dealer-affiliated practice rather than a pure fee-only RIA. That structural difference matters for how the firm is compensated: in addition to advisory fees, broker-dealer affiliated practices can receive commissions on certain products. Dan Wyson is also a published author ("21 Financial Myths") and a regular columnist on personal-finance topics.
Web presence is strong, the firm is a St. George Chamber member with a public chamber profile, and FINRA BrokerCheck verification is straightforward for all three principals. Three publicly named CFPs at a single firm is unusual for the segment.
Unresolved Questions
- Confirm specific founding year of the firm (Dan Wyson's industry tenure since 1979 is documented; firm-as-entity start date is separate).
- Confirm assets-under-management or client-count scale.