Joe Wylie
Dean Wealth Management · Lindale, Texas
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.
Request an introduction to Joe →
Facts
| Firm | Dean Wealth Management |
|---|---|
| Based in | Lindale, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $51.1M across 369 accounts |
| SEC registration | Investment adviser representative in TX · CRD 1957603 |
| Exams passed | Series 63 (1989) · Series 65 (1999) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | deanwm.com |
How Joe's firm compares
- Dean Wealth Management's average account is about $139,000, from its Form ADV (assets managed divided by 369 accounts).
Request an introduction to Joe
Tell Joe a little about what you're looking for. Joe 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 Joe
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
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.
See something wrong? Request a correction. Read our methodology.