Dean Financial Services's Form ADV discloses 1.00% on the first $500,000, 0.75% on the next $500,000, 0.60% on the next $1.5 million, 0.50% on the next $2.5 million, and 0.35% on assets above $5 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #129679), Dean Financial Services is subject to fiduciary duty under federal law.
Dean Financial Services is headquartered in BEAVERCREEK, OH.
Dean Financial Services serves 20 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, Dean Financial Services offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
Dean Financial Services manages $382 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, Dean Financial Services serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓