David Breedlove
Dean Wealth Management · Lindale, Texas
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.
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Facts
| Firm | Dean Wealth Management |
|---|---|
| Based in | Lindale, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $51.1M across 369 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in TX · CRD 29577 |
| Exams passed | Series 63 (1996) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | deanwm.com |
How David's firm compares
- Dean Wealth Management's average account is about $139,000, from its Form ADV (assets managed divided by 369 accounts).
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Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
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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