Dean Blissit
Advisor at &PARTNERS
Updated today
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
&PARTNERS
Location
Aiken, SC 29803
Credentials
Series 63, Series 65
Industry experience
40 years
About
Dean Blissit is a financial advisor with &PARTNERS in Aiken, SC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he is a board member and serves on the Membership Committee of The Green Boundary Club, a social dining and hospitality organization. &PARTNERS serves a broad client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers portfolio management, financial and tax planning, estate and trust consulting, and retirement plan services, utilizing a combination of proprietary and third-party strategies with both discretionary and non-discretionary management options.
Client services
Based on &PARTNERS
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
Expertise
Based on &PARTNERS
Wealth management
Active portfolio management
Options & derivatives strategies
Private / alternative investments
Fee options
Financial Planning Fee, Estate/Trust/Family Office Administration Consulting Fee, Consulting Fee - negotiated fixed fees as agreed with client
Brokerage commissions on certain transactions; commissions received from mutual funds and insurance products
Hourly Consulting Fee as agreed with client, invoiced monthly
Research Report Services fee of $500/month
Minimum fee: $40 annual fee if account is below Envestnet recommended minimum for Tax Overlay Services Fee-only: Financial Planning Fee, Estate/Trust/Family Office Consulting Fee, Hourly Consulting Fee, Consulting Fee - all negotiated fixed or hourly fees as agreed with client
Location
149 Crepe Myrtle Drive
Aiken, SC 29803
Most active in
Dean B has reported serving >5 clients in these states in the last 12 months.
South Carolina · Texas
Work history
&PARTNERS
2025 - Present (1 year)
Wells Fargo Advisors
2020 - 2025 (5 years)
Wells Fargo Clearing
2016 - 2020 (4 years)
WELLS FARGO ADVISORS LLC
2009 - 2016 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is 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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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