Dean Spear
Dean Spear is a registered investment advisor at The Benchmark Group RIA Services, LLC, based in Cherry Hill, NJ, with 23 years of industry experience. Dean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 6 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- TBGRS offers an up-front review of the client’s financial issues without any cost or obligation.
- TBGRS will provide an estimate of the time required for implementation, and quote a monthly fee for its services. Monthly fees range between $1,000 and $7,500, and the implementation period is usually three to twenty-four months, but may be longer.
- In some cases a financial plan will involve ongoing administrative or operational processes. TBGRS is available to provide these services on an ongoing basis for an additional fee.
Location
1520 Route 38, Cherry Hill, NJ, 08002
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dean is licensed to sell fixed insurance products and is a member of Professional Life Advisors Network (PLAN), where he sells life, disability, long-term care, and other insurance products. He also has ownership interests in several businesses, including commercial real estate, a solar project company, and a staffing/recruiting company.
Employment History
Current Registrations
The Benchmark Group RIA Services, LLC
Previous Registrations
The Benchmark Group RIA Services, LLC
Tfs Advisory Services
Ameritas Investment CORP
Capital Analysts, Incorporated
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.