Advisor at Dean Financial Advisory, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Dean Financial Advisory, LLC
Location
Cincinnati, OH
Credentials
CFP®, Series 63
Industry experience
28 years
Daniel Bussone is a CFP® with 28 years of industry experience and has been the sole advisor at Dean Financial Advisory, LLC since 2010. He holds a Series 63 license and is based in Cincinnati, OH. In addition to his advisory role, he spends limited time selling and servicing insurance products. Dean Financial Advisory is a fee-only registered investment adviser serving individual clients with discretionary portfolio management and comprehensive financial planning services. The firm manages approximately $36.9 million in assets, focusing on customized asset allocations informed by macroeconomic analysis and behavioral finance, and emphasizes cost control and risk management in its investment approach.
Based on Dean Financial Advisory, LLC
Based on Dean Financial Advisory, LLC
$0.01 - $2,500,000: 1.0% $2,500,001+: 0.5%
$125-$175 per hour, negotiable
Fee-only: Fee-only, no commissions or other fees except client fees for financial planning or asset management
Cincinnati, OH
Ohio · Texas
Dean Financial Advisory, LLC
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
PFS™, Series 63, Series 65
Cincinnati, OH
Russo Investment Management
Series 65
Cincinnati, OH
J1 Capital LLC
CFP®
Edgewood, KY
Hannegan Wealth Management, LLC
CFA®, Series 63, Series 65
Cincinnati, OH
Virgil Wealth Advisory
ChFC®, Series 63
Cincinnati, OH
Schmerge Executive Planning Services, Inc.
CFA®, Series 63
Cincinnati, OH
Ten Talents Asset Management
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")