Matthew Wallace
C.H. Dean · Beavercreek, Ohio
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.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | C.H. Dean |
|---|---|
| Based in | Beavercreek, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $909.3M across 483 accounts |
| SEC registration | Investment adviser representative in OH · CRD 6574773 |
| Exams passed | Series 65 (2015) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.chdean.com |
| Profile |
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Questions about Matthew
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.
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
- C.H. Dean 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.
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