# Joe Wylie

> Joe Wylie is a fee-only financial advisor at Dean Wealth Management in Lindale, Texas. Dean Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Dean Wealth Management
- **Based in:** Lindale, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $51.1M across 369 accounts
- **CRD:** 1957603 (https://adviserinfo.sec.gov/individual/summary/1957603)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (1989), Series 65 (1999)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://deanwm.com

## Frequently asked questions

### Is Joe Wylie a fee-only financial advisor?

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

### How does Joe charge for financial advice?

Joe's firm, Dean Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Joe Wylie based?

Joe Wylie is based in Lindale, Texas.

### Is Joe Wylie registered with the SEC?

Yes. Joe Wylie is registered as an investment adviser representative in TX (CRD 1957603), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Dean Wealth Management manage?

Dean Wealth Management reports $51.1M across 369 accounts in assets under management.

### How do I contact Joe Wylie?

Through Joe's website, deanwm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1957603): 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.