Dean Johns is a CFP-designated registered investment advisor at LPL Financial LLC, based in Cincinnati, OH, with 13 years of industry experience. Dean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
901 Adams Crossing Fl 1, Cincinnati, OH, 45202
Get directionsHistory
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 Senior Financial Advisor at Concentric Wealth Management, providing comprehensive wealth management services. This is a full-time role involving financial planning, investment management, insurance planning, cash flow planning, and estate planning.
Employment History
Current Registrations
LPL Financial LLC
Previous Registrations
Avantax Advisory Services
9258 Wealth Management, LLC
John D. Dovich & Associates, LLC
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
More Advisors
- Jason Nelson, CFPLPL Financial LLC
- Andrew Tedesco, CFPLPL Financial LLC
- David Naber, CFPLPL Financial LLC
- Brian Lysaght, CFALPL Financial LLC
- Molly Myers, CFPLPL Financial LLC
- Rex JohnsonLPL Financial LLC