Dean Russell
Dean Russell is a CFP-designated registered investment advisor at Sandro Wealth Management LLC, based in Parkville, MO, with 41 years of industry experience. Dean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 55 clients with $230M 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% |
Fees will not exceed 1.0% annually and are variable based on assets under management and services provided. Fees are negotiable.
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.
Exams
More Advisors
- David Pacer, CFPInsight Financial Services