# David Breedlove

> David Breedlove is a fee-only financial advisor at Dean Wealth Management in Lindale, Texas, who holds the ChFC credential. Dean Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-breedlove/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Dean Wealth Management
- **Based in:** Lindale, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $51.1M across 369 accounts
- **Credentials:** ChFC
- **CRD:** 29577 (https://adviserinfo.sec.gov/individual/summary/29577)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (1996)
- **Firm size:** 3 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://deanwm.com

## Frequently asked questions

### Is David Breedlove a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Dean Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David's firm, Dean Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is David Breedlove based?

David Breedlove is based in Lindale, Texas.

### What credentials does David Breedlove hold?

David Breedlove holds the ChFC credential.

### Is David Breedlove registered with the SEC?

Yes. David Breedlove is registered as an investment adviser representative in TX (CRD 29577), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Dean Wealth Management manage?

Dean Wealth Management reports $51.1M across 369 accounts in assets under management.

### How do I contact David Breedlove?

Through David's website, deanwm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/29577): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.