# Dean Julian

> Dean Julian is a fee-only financial advisor at Fischer Investment Strategies in Westlake Village, California. Dean charges hourly fees, a flat fee or retainer and a percentage of assets and focuses on equity compensation, retirement planning and founders (pre-exit).

Page: https://find.wellspent.co/advisors/dean-julian/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Fischer Investment Strategies
- **Based in:** Westlake Village, California
- **Fee model:** Hourly; Flat fee or retainer; Percentage of assets
- **Assets under management (firm):** $251.9M across 1,125 accounts
- **Specialties:** Equity compensation, Retirement planning, Founders (pre-exit)
- **Works with:** Founders, Executives, Tech employees, Pre-retirees, Retirees, Multi-generational families
- **CRD:** 6898120 (https://adviserinfo.sec.gov/individual/summary/6898120)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2017)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.fischerinvestmentstrategies.com

## Frequently asked questions

### Is Dean Julian a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Dean holds no broker registration, and Fischer Investment Strategies 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 charges hourly fees, a flat fee or retainer and a percentage of assets.

### Where is Dean Julian based?

Dean Julian is based in Westlake Village, California.

### What does Dean specialize in?

Dean's specialties include equity compensation, retirement planning and founders (pre-exit). Dean works with founders, executives, tech employees, pre-retirees and retirees.

### Is Dean Julian registered with the SEC?

Yes. Dean Julian is registered as an investment adviser representative in CA (CRD 6898120), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Fischer Investment Strategies manage?

Fischer Investment Strategies reports $251.9M across 1,125 accounts in assets under management.

### How do I contact Dean Julian?

Through Dean's website, www.fischerinvestmentstrategies.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6898120): 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
- The firm's website (https://fischerinvestmentstrategies.com/): specialties, clients served, and fees, checked October 30, 2026

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