Dean Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$47,412,752
Total clients
102
12% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
51
Average account size
$464,831
Client services
Fee options
Fixed fees for initial financial planning: typically $2,500 (or $3,000 for estates over $2,000,000 or income over $300,000); other custom planning $1,000 to $2,500
$0 - $500,000: 1.500% annually $500,001 - $1,000,000: 1.250% annually $1,000,001 - $2,000,000: 1.000% annually $2,000,001+: 0.750% annually (negotiable)
$250 per hour
Account minimum: $200,000 Fee-only: Fixed fees ranging from $1,000 to $3,000 depending on services and client assets; Hourly rate of $250 per hour
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Dean Wealth Management, LLC
17074 Hwy 20 W.
Lindale TX 75771, United States
Number of offices
1
Forms ADV
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