Dean Cherpitel
Dean Cherpitel is a ChFC-designated registered investment advisor at Legacy Wealth Planning, LLC, based in Overland Park, KS, with 36 years of industry experience. Dean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 25 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable based on the size and nature of the account and if the account is managed through a wrap program.
Fee Estimator
Location
5750 W. 95th Street, Suite 128, Overland Park, KS, 66207
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
January 2010Judgment / Lien
April 2008Regulatory
April 2003Employment History
Current Registrations
Legacy Wealth Planning, LLC
Previous Registrations
Legacy Wealth Planning, LLC
Legacy Wealth Partners, LLC
The Legacy Planning Group
Sunset Financial Services, INC.Broker
Eneric Financial Services, INC.Broker
Pruco Securities CorporationBroker
Financial Network Investment CorporationBroker
Mutual Benefit Financial Service CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.