Dean Hessler is a CFP-designated registered investment advisor at Edelman Financial Engines, based in Madison, WI, with 17 years of industry experience. Dean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,244,406 clients with $330B 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 $400K | 1.75% |
| $400K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees for amounts over $25 million are negotiable.
Fee Estimator
Location
2501 West Beltline Highway, Suite 405, Madison, WI, 53713
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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 Activities
Dean serves as the Treasurer for the FUS Foundation Board, a committee that manages funds for a church. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Edelman Financial Engines
Previous Registrations
Financial Engines Advisor Center, LLC
The Mutual Fund Store
The Mutual Fund Store
The Mutual Fund Store
Amcore Investment Services, INC
State Registrations2 states
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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