Shaun Dean
Shaun Dean is a registered investment advisor at Aspire Capital Advisors LLC, based in Kirkland, WA, with 27 years of industry experience. Shaun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,935 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aspire Capital charges a percentage of the value of your portfolio, up to 1.00% per year, paid quarterly. The fee is calculated based on the value of your investments at the end of the previous quarter. Fees may be negotiable. Aspire Capital may recommend unaffiliated investment managers, and the total fee, including Aspire Capital's fee and the independent manager's fee, will not exceed 1.00% annually.
Location
1524 Market Street,, Suite 100, Kirkland, WA, 98033
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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
Shaun owns an Airbnb rental property and is a consultant for Anne Marie Aesthetics. He also owns Dean Financial (insurance), Kirkland Financial Advisers (financial planning), and Dean Financial Management (financial planning), and is a financial advisor at Aspire Capital Advisors; these activities take up nearly all of Shaun's time.
Employment History
Current Registrations
Aspire Capital Advisors LLC
Previous Registrations
M. S. Howells & CO.Broker
Arbor Point Advisors
Securities America, INC.Broker
Kms Financial Services, INC
Kms Financial Services, INC.Broker
Fsic
FsicBroker
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.