Dean Solomon
Hillcrest Financial Group · Thousand Oaks, California
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.
Request an introduction to Dean →
Facts
| Firm | Hillcrest Financial Group |
|---|---|
| Based in | Thousand Oaks, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $567.8M across 1,100 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 4697463 |
| Exams passed | Series 66 (2012) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.hillcrestfinancialgroup.com |
| Profile |
How Dean's firm compares
- Hillcrest Financial Group's average account is about $516,000, from its Form ADV (assets managed divided by 1,100 accounts).
Request an introduction to Dean
Tell Dean a little about what you're looking for. Dean isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Dean
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.
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.
See something wrong? Request a correction. Read our methodology.