Dennis Beasley
DLB Wealth Advisors · East Northport, New York
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.
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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 | $19.7M across 25 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 5566438 |
| Exams passed | Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Dennis's firm compares
- DLB Wealth Advisors's average account is about $789,000, from its Form ADV (assets managed divided by 25 accounts).
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Questions about Dennis
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.
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.
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