# Dennis Beasley

> Dennis Beasley is a fee-only financial advisor at DLB Wealth Advisors in East Northport, New York, who holds the CFP credential. DLB Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** DLB Wealth Advisors
- **Based in:** East Northport, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $19.7M across 25 accounts
- **Credentials:** CFP
- **CRD:** 5566438 (https://adviserinfo.sec.gov/individual/summary/5566438)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 65 (2008)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Dennis Beasley a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Dennis holds no broker registration, and DLB Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Dennis charge for financial advice?

Dennis's firm, DLB Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Dennis Beasley based?

Dennis Beasley is based in East Northport, New York.

### What credentials does Dennis Beasley hold?

Dennis Beasley holds the CFP credential.

### Is Dennis Beasley registered with the SEC?

Yes. Dennis Beasley is registered as an investment adviser representative in NY (CRD 5566438), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does DLB Wealth Advisors manage?

DLB Wealth Advisors reports $19.7M across 25 accounts in assets under management.

### How do I contact Dennis Beasley?

Contact details aren't on file yet. Search for DLB Wealth Advisors.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5566438): 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.