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How does the advisor help clients – Key Takeaways:
DEAN FINANCIAL ADVISORY, LLC offers comprehensive financial advisory services to individuals, families, and businesses. The firm prides itself on providing personalized and objective financial guidance to each client based on their unique needs and goals. Through a combination of expertise and innovation, DEAN FINANCIAL ADVISORY, LLC is dedicated to helping clients achieve financial success and security.
Facts and Insights
DEAN FINANCIAL ADVISORY, LLC was founded in 2005 by John Dean, a certified financial planner with over 20 years of experience in the industry. The firm is headquartered in New York City and currently manages over $500 million in assets. The team at DEAN FINANCIAL ADVISORY, LLC consists of highly qualified professionals, including financial advisors, investment analysts, and support staff.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 16 years |
Financial Services Offered
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Risk Management
- Education Planning
Client Types
DEAN FINANCIAL ADVISORY, LLC serves a diverse range of clients, including high-net-worth individuals, families, small businesses, and corporate clients. The firm tailors its services to meet the specific needs of each client, whether they are planning for retirement, saving for their children’s education, or managing their business finances.
Fees & Compensation
DEAN FINANCIAL ADVISORY, LLC operates on a fee-only basis, meaning the firm only charges a fee for the services it provides and does not earn any commissions or fees from selling financial products. This fee structure ensures that the firm’s advisors act in the best interests of their clients without any conflicts of interest. The firm’s fees are based on a percentage of the client’s assets under management.
Background
Founder John Dean has over two decades of experience in the financial services industry, and the team at DEAN FINANCIAL ADVISORY, LLC has a combined experience of over 50 years. The firm is committed to staying up-to-date with the latest market trends and changes in the industry to provide clients with the most advanced and effective financial strategies.
Financial Advisor Disclosures to Know
DEAN FINANCIAL ADVISORY, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC) and must comply with all regulations and laws governing financial advisors. The firm has a fiduciary duty to act in the best interests of its clients at all times and to disclose any potential conflicts of interest.