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Scotty Dean

Dean Davis Wealth LLC
23 Years of Experience
Edmond, OK
View SEC Summary
View SEC Summary

Scotty Dean is a registered investment advisor at Dean Davis Wealth LLC, based in Edmond, OK, with 23 years of industry experience. Scotty operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.

Dean Davis Wealth LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.50%
$100K - $1.0M1.35%
$1.0M - $5.0M1.25%
$5M+1.00%

Schedule reflects the Custom Core portfolio. The aggressive MIDAS portfolio charges a flat 2.95% for all assets. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Edmond, OK

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Scotty operates his LPL business through Independent Advisers Group. He also owns rental real estate through CDSD Group, LLC, dedicating minimal time to this activity.

Employment History
Current Registrations
Dean Davis Wealth LLC
July 2026 - Present · 3 mos
Previous Registrations
LPL Financial LLC
October 2019 - July 2026 · 6 yrs 9 mos
LPL Financial LLCBroker
October 2019 - July 2026 · 6 yrs 9 mos
Phillips Capital Advisors, INC.
February 2016 - November 2019 · 3 yrs 9 mos
T.S. Phillips Investments, INC.Broker
February 2016 - November 2019 · 3 yrs 9 mos
Edward Jones
March 2014 - February 2016 · 1 yr 11 mos
Edward JonesBroker
March 2014 - February 2016 · 1 yr 11 mos
Prudential Financial Planning Services
October 2012 - January 2014 · 1 yr 3 mos
Pruco Securities, LLC.Broker
September 2012 - January 2014 · 1 yr 4 mos
Mwa Financial Services, INC.
May 2011 - September 2012 · 1 yr 4 mos
Mwa Financial Services INC.Broker
March 2011 - September 2012 · 1 yr 6 mos
MML Investors Services, LLC
May 2010 - February 2011 · 9 mos
MML Investors Services, LLCBroker
May 2010 - February 2011 · 9 mos
Arvest Asset Management
March 2007 - February 2010 · 2 yrs 11 mos
Arvest Asset ManagementBroker
March 2007 - February 2010 · 2 yrs 11 mos
Allstate Financial Services, LLCBroker
July 2005 - March 2007 · 1 yr 8 mos
MML Investors Services, INC.
May 2004 - July 2005 · 1 yr 2 mos
MML Investors Services, INC.Broker
January 2003 - July 2005 · 2 yrs 6 mos
Nylife Securities INC.Broker
July 2002 - December 2002 · 5 mos
State Registrations2 states
OKTX
Advisor

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
No exam information available for this advisor.
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