# Dean Solomon

> Dean Solomon is a fee-only financial advisor at Hillcrest Financial Group in Thousand Oaks, California, who holds the CFP credential. Hillcrest Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Hillcrest Financial Group
- **Based in:** Thousand Oaks, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $567.8M across 1,100 accounts
- **Credentials:** CFP
- **CRD:** 4697463 (https://adviserinfo.sec.gov/individual/summary/4697463)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 66 (2012)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.hillcrestfinancialgroup.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Dean holds no broker registration, and Hillcrest Financial Group 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, Hillcrest Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Dean Solomon based?

Dean Solomon is based in Thousand Oaks, California.

### What credentials does Dean Solomon hold?

Dean Solomon holds the CFP credential.

### Is Dean Solomon registered with the SEC?

Yes. Dean Solomon is registered as an investment adviser representative in CA and TX (CRD 4697463), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Hillcrest Financial Group manage?

Hillcrest Financial Group reports $567.8M across 1,100 accounts in assets under management.

### How do I contact Dean Solomon?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4697463): 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

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