Heather Dean
Custos Family Office · Austin, Texas
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.
Request an introduction to Heather →
Specialties
Who they serve
- High earners
- Multi-generational families
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 | $346.6M across 229 accounts |
| SEC registration | Investment adviser representative in TX · CRD 3048994 |
| Exams passed | Series 63 (1998) · Series 65 (2026) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.custosfo.com |
Request an introduction to Heather
Tell Heather a little about what you're looking for. Heather 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 Heather
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.
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
- Custos Family Office website : specialties, clients served, and fees, checked October 30, 2026
- 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.