Dean Russell
Dean Russell is a CFP-designated registered investment advisor at Sandro Wealth Management LLC, based in Parkville, MO, with 40 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 49 clients with $100M 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 | 1.00% |
The advisory fee rate will be variable depending on the client's total assets under management with Sandro Wealth and level of service. Sandro Wealth may offer discounts to clients on its advisory fee in its sole discretion. Typically, such discounts are based on the services provided as well as the amount of assets under management with Sandro.
Fee Estimator
Location
Parkville, MO
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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 a licensed insurance agent, dedicating about 10% of his time to insurance sales and implementation of insurance recommendations. He is also a co-op member and 1099 contractor at Northland Artists Gallery since November 2023, spending minimal time there.
Employment History
Current Registrations
Sandro Wealth Management LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Symphonic Securities LLCBroker
Symphonic Financial Advisors LLC
Cnr Securities, LLCBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
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.