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Dean Wealth Management, LLC

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Client assets under management

$51,122,682

Clients

102

15% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

34

Low

Average account size

$501,203

About

The firm provides investment supervisory services and financial planning primarily to individual family households, retirement and pension plans, trusts, estates, and similar clients. It operates with three advisors and about 102 client households (roughly $51.1 million in assets under management) and delivers both discretionary and non‑discretionary monitoring and management—investment supervisory work represents about 70% of its practice—with a suggested household investment level of $200,000.

Its investment approach combines strategic asset allocation with several in‑house tactical programs. These programs include a Tactical Aggressive strategy that may use ETFs, mutual funds, individual stocks and bonds (including leveraged and inverse ETFs), a Tactical Moderate program that emphasizes trend weighting with unleveraged vehicles, and a multi‑basket retirement allocation program that targets consistent absolute returns (described as a 6–8% objective with the ability to reduce equity exposure to 0%); the firm also selects and monitors third‑party money managers and uses charting, technical, fundamental and cyclical analysis.

Noteworthy features for a firm of this size include its long operating history and a team mix that includes a CFP and a CPA alongside advisors holding ChFC/CLU/CAP/AEP credentials, and an operational willingness to use higher‑activity tools (leveraged/inverse ETFs, single‑stock positions, options, short sales) alongside planning services. The brochure discloses insurance sales activity—one advisor devotes a majority of time to insurance—and solicitor arrangements with third‑party managers; the firm states it will not charge advisory fees on insurance products, does not accept custody of client assets, and does not accept proxy‑voting authority.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Active portfolio management Retirement income strategy Annuities Wealth management

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Fee options

Fixed

Fixed fees for initial financial planning typically $2,500; $3,000 for estates over $2,000,000 or income over $300,000; other services range from $1,000 to $2,500

Percentage

$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)

Project-based

Hourly fees at $250 per hour for planning and consultation

Other

Account minimum: $200,000 Minimum fee: Planning fees range from $1,000 to $3,000 depending on services and client assets Fee-only: Fixed fees from $1,000 to $3,000 for planning services; hourly fees at $250/hour

Main office location

Dean Wealth Management, LLC

17074 Hwy 20 W.

Lindale TX 75771, United States

Number of offices

2

Most active in

More info

Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 903-526-6669

Advisors at this firm

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user avatar

Joe W

Series 63, Series 65

Lindale, TX

Dean Wealth Management, LLC

Joe Wylie is a financial advisor with Dean Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Trinity Portfolio Advisors, LLC since 2009. In addition to his advisory role, Joe is a CPA involved in tax return preparation, review, research, and planning. Dean Wealth Management provides investment supervisory services and financial planning primarily to individual households, retirement accounts, trusts, and other entities. The firm employs a mix of discretionary management and periodic consultation, using strategic asset allocation combined with tactical, trend-weighting overlays and multiple analysis methods including technical and fundamental approaches.

Active portfolio management Retirement income strategy Annuities Wealth management
user avatar

Benjamin D

CFP®, Series 63, Series 65

Lindale, TX

Dean Wealth Management, LLC

Benjamin Dean is a CFP® with 22 years of industry experience and is currently affiliated with Dean Wealth Management, LLC. He has worked at Swords Wealth Management LLC since 2014. Outside of his advisory role, he operates as an independent insurance agent on a limited basis. Dean Wealth Management provides investment supervisory services and financial planning primarily to individual households, retirement accounts, trusts, and other entities. The firm employs a blend of strategic asset allocation and tactical trend-weighting overlays, utilizing various analysis methods and managing several in-house programs that can include leveraged and inverse ETFs to adjust equity exposure based on market trends.

Active portfolio management Retirement income strategy Annuities Wealth management
user avatar

David B

ChFC®, Series 63

Lindale, TX

Dean Wealth Management, LLC

David Breedlove is a ChFC® credentialed advisor at Dean Wealth Management, LLC with 55 years of industry experience. He has worked at Swords Wealth Management and Concorde Asset Management, and has operated Breedlove Insurance & Financial Services since 1969. Outside of his advisory role, he is involved as a managing member and general partner in several private business entities. Dean Wealth Management provides investment supervisory services and financial planning primarily to individual households, including both high-net-worth and non-HNW clients, as well as retirement accounts, trusts, and other entities. The firm uses a combination of strategic asset allocation and tactical, trend-weighting overlays, employing multiple analysis methods and in-house programs that may include leveraged or inverse ETFs and trend-based equity exposure adjustments.

Active portfolio management Retirement income strategy Annuities Wealth management
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