Firm
Dean Wealth Management
Lindale, Texas
Fee-only
Dean Wealth Management at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 102 individual clients, 15 of them high net worth.
- Its average account is about $139,000 (assets it manages divided by its 369 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Lindale, Texas |
|---|---|
| Website | deanwm.com |
| Phone | (903) 526-6669 |
Dean Wealth Management fees
Dean Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $51 million |
| Individual clients | 87 |
| High-net-worth clients | 15 |
| Accounts managed | 369 |
| Employees | 3 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 172563 |
Advisors at this firm (3)
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