# Heather Dean

> Heather Dean is a fee-only financial advisor at Custos Family Office in Austin, Texas. Heather focuses on family wealth transfer, retirement planning and estate & legacy planning. Custos Family Office reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/heather-dean/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Custos Family Office
- **Based in:** Austin, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Assets under management (firm):** $346.6M across 229 accounts
- **Specialties:** Family wealth transfer, Retirement planning, Estate & legacy planning
- **Works with:** High earners, Multi-generational families
- **CRD:** 3048994 (https://adviserinfo.sec.gov/individual/summary/3048994)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (1998), Series 65 (2026)
- **Firm size:** 2 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.custosfo.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Heather holds no broker registration, and Custos Family Office reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Heather charge for financial advice?

Heather's firm, Custos Family Office, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Heather Dean based?

Heather Dean is based in Austin, Texas.

### What does Heather specialize in?

Heather's specialties include family wealth transfer, retirement planning and estate & legacy planning. Heather works with high earners and multi-generational families.

### Is Heather Dean registered with the SEC?

Yes. Heather Dean is registered as an investment adviser representative in TX (CRD 3048994), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Custos Family Office manage?

Custos Family Office reports $346.6M across 229 accounts in assets under management.

### How do I contact Heather Dean?

Through Heather's website, www.custosfo.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3048994): 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
- The firm's website (https://custosfo.com/): specialties, clients served, and fees, checked October 30, 2026

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