Benjamin Dean
Benjamin Dean is a CFP-designated registered investment advisor at Dean Wealth Management, LLC, based in Tyler, TX, with 23 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 102 clients with $51M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees for amounts over $2,000,000 are negotiable. Fees are paid quarterly in advance.
Fee Estimator
Location
Tyler, TX
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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
Benjamin is an independent insurance agent practicing as a sole proprietor since 2014. He spends minimal time on these insurance activities, which do not interfere with his securities trading.
Employment History
Current Registrations
Dean Wealth Management, LLC
Previous Registrations
Onyx Wealth Advisors, INC.
Wfg Advisors, LP
Sws Financial Services
Southwest Securities, INC.
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
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