Dean Wealth Partners, LLC

Dean Wealth Partners, LLC is a financial advisor firm based in Austin, TX, established in 2018. The firm specializes in providing investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, and businesses. As a fiduciary, Dean Wealth Partners is committed to acting in the best interest of its clients. The firm offers services such as Comprehensive Portfolio Management, Financial Planning & Consulting, and Asset Management. For Comprehensive Portfolio Management, clients can expect asset management, financial planning, and consulting services. Financial Planning & Consulting services cover various financial aspects such as investment planning, retirement planning, estate planning, tax planning, and more. Asset Management involves creating tailored portfolios consisting of various securities based on individual needs and goals. Dean Wealth Partners charges fees based on a tiered structure depending on the assets under management. The firm primarily uses Charles Schwab & Co., Inc. as the custodian and broker for client accounts. Clients have the option to grant discretionary authority to the firm for investment decisions. The firm does not accept proxy authority to vote client securities. Dean Wealth Partners does not have custody of client assets and has no financial conditions impairing its ability to meet obligations. The firm has not been involved in bankruptcy proceedings. Clients are encouraged to review account statements and contact the firm with any questions.