# Matthew Wallace

> Matthew Wallace is a fee-only financial advisor at C.H. Dean in Beavercreek, Ohio. Matthew focuses on estate & legacy planning, tax planning and family wealth transfer. C.H. Dean reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** C.H. Dean
- **Based in:** Beavercreek, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $909.3M across 483 accounts
- **Specialties:** Estate & legacy planning, Tax planning, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 6574773 (https://adviserinfo.sec.gov/individual/summary/6574773)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 65 (2015)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://www.chdean.com

## Frequently asked questions

### Is Matthew Wallace a fee-only financial advisor?

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

### How does Matthew charge for financial advice?

Matthew's firm, C.H. Dean, reports charging a percentage of assets on its SEC Form ADV.

### Where is Matthew Wallace based?

Matthew Wallace is based in Beavercreek, Ohio.

### What does Matthew specialize in?

Matthew's specialties include estate & legacy planning, tax planning and family wealth transfer. Matthew works with multi-generational families.

### Is Matthew Wallace registered with the SEC?

Yes. Matthew Wallace is registered as an investment adviser representative in OH (CRD 6574773), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does C.H. Dean manage?

C.H. Dean reports $909.3M across 483 accounts in assets under management.

### How do I contact Matthew Wallace?

Through Matthew's website, www.chdean.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6574773): 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://www.chdean.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.