Daniel Bussone
Dean Financial Advisory, LLC. · Cincinnati, Ohio
Daniel Bussone is a fee-only financial advisor at Dean Financial Advisory, LLC. in Cincinnati, Ohio, who holds the CFP credential. Dean Financial Advisory, LLC. reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Dean Financial Advisory, LLC. |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $36.9M across 87 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 2707545 |
| Exams passed | Series 63 (1996) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Daniel's firm compares
- Dean Financial Advisory, LLC.'s average account is about $424,000, from its Form ADV (assets managed divided by 87 accounts).
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Questions about Daniel
Is Daniel Bussone a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Dean Financial Advisory, LLC. reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Dean Financial Advisory, LLC., reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Daniel Bussone based?
Daniel Bussone is based in Cincinnati, Ohio.
What credentials does Daniel Bussone hold?
Daniel Bussone holds the CFP credential.
Is Daniel Bussone registered with the SEC?
Yes. Daniel Bussone is registered as an investment adviser representative in OH and TX (CRD 2707545), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Dean Financial Advisory, LLC. manage?
Dean Financial Advisory, LLC. reports $36.9M across 87 accounts in assets under management.
How do I contact Daniel Bussone?
Contact details aren't on file yet. Search for Dean Financial Advisory, LLC..
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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