Dean Bardon
Apple & Associates · Bend, Oregon
Dean Bardon is a fee-only financial advisor at Apple & Associates in Bend, Oregon, who holds the CFP credential. Apple & Associates reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Apple & Associates |
|---|---|
| Based in | Bend, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $137.7M across 525 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR · CRD 6883601 |
| Exams passed | Series 66 (2018) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.appleandassociates.com |
| Profile |
How Dean's firm compares
- Apple & Associates's average account is about $262,000, from its Form ADV (assets managed divided by 525 accounts).
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Questions about Dean
Is Dean Bardon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dean holds no broker registration, and Apple & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dean charge for financial advice?
Dean's firm, Apple & Associates, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Dean Bardon based?
Dean Bardon is based in Bend, Oregon.
What credentials does Dean Bardon hold?
Dean Bardon holds the CFP credential.
Is Dean Bardon registered with the SEC?
Yes. Dean Bardon is registered as an investment adviser representative in OR (CRD 6883601), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Apple & Associates manage?
Apple & Associates reports $137.7M across 525 accounts in assets under management.
How do I contact Dean Bardon?
Through Dean's website, www.appleandassociates.com.
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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