Kaelan Dean is a registered investment advisor at Darwin Wealth Management, based in Tampa, FL, with 2 years of industry experience. Kaelan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 835 clients with $610M 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 | 1.60% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $7.5M | 0.50% |
| $7.5M+ | 0.40% |
Fees are applied on a blended basis and are negotiable. Additional model fees ranging from 0.10% to 0.75% may apply depending on the selected investment model.
Fee Estimator
Location
4601 W North A Street, Tampa, FL, 33609-1909
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 Activities
Kaelan is the CEO and total majority owner of Sapphire Professionals LLC, a SaaS tech firm. He spends minimal time on software development, management, and business planning for this non-investment related activity.
Employment History
Current Registrations
Darwin Wealth Management
Previous Registrations
Crosstree Capital Securities, LLCBroker
Crosstree Capital Securities, LLCBroker
Raymond James & Associates, INC.Broker
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
More Advisors
- Ernest Meads, CFPDarwin Wealth Management
- Michael Bartolotta, ChFCDarwin Wealth Management
- Salvatore Ricco, ChFCCambridge Investment Research Advisors, INC.
- Larry Parkin, CFPHb Wealth
- James Vondrak, CFP, ChFC
- Mark Maurer, CFPCapital Investment Advisory Services, LLC