Dean Julian
Fischer Investment Strategies · Westlake Village, California
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).
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Specialties
Who they serve
- Founders
- Executives
- Tech employees
- Pre-retirees
- Retirees
- Multi-generational families
Facts
| Firm | Fischer Investment Strategies |
|---|---|
| Based in | Westlake Village, California |
| Fee model | Hourly · Flat fee or retainer · Percentage of assets |
| Assets under management | $251.9M across 1,125 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6898120 |
| Exams passed | Series 65 (2017) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.fischerinvestmentstrategies.com |
| Profile |
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Questions about Dean
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.
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
- Fischer Investment Strategies website : specialties, clients served, and fees, checked October 30, 2026
- 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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