AdvisorOS Directory
Claim Profile
Unclaimed Profile
MD

Max Dean

DEAN WEALTH PARTNERS, LLC·AUSTIN, Texas
Clean recordDEAN WEALTH PARTNERS, LLC
7200 N MOPAC EXPRESSWAY, AUSTIN, TX 78731CRD# 2922564Firm CRD# 298237

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Max Dean · AUSTIN, TX
Registration
CRD #2922564 · DEAN WEALTH PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Max Dean is a registered financial advisor based in AUSTIN, Texas, affiliated with DEAN WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Max

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Max is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
DEAN WEALTH PARTNERS, LLC
DEAN WEALTH PARTNERS, LLC
AUM
$182M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at DEAN WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2922564
Firm CRD# 298237
View on FINRA BrokerCheck →

Looking for a financial advisor in AUSTIN?

Browse all registered financial advisors in AUSTIN, Texas or claim this profile if it's yours.

Browse AUSTIN AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Max Dean offer?
Max Dean specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.
What are Max Dean's credentials?
Max Dean is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Max Dean located?
Max Dean is based in AUSTIN, Texas, working with DEAN WEALTH PARTNERS, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does Max Dean charge for services?
Max Dean's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DEAN WEALTH PARTNERS, LLC?
DEAN WEALTH PARTNERS, LLC has approximately 4 employees and manages $182M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in AUSTIN, Texas

Charles M Preston
HARRIS PRESTON & PARTNERS, LLC·AUSTIN, TX
Shelley Boyd Mcafee
HARRIS PRESTON & PARTNERS, LLC·AUSTIN, TX
Melissa Kasper
HARRIS PRESTON & PARTNERS, LLC·AUSTIN, TX
Adam B. Reinking
REDBUD ADVISORS LLC·AUSTIN, TX
Geoffrey Robert Norman
STAFFORD CAPITAL PARTNERS INC.·AUSTIN, TX
Juan A Marquez
COMUNIDAD FUND I MANAGER, LLC·AUSTIN, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)THE WOODLANDS (128)IRVING (93)ADDISON (70)SOUTHLAKE (68)FRISCO (55)
City Guides
DALLAS GuideHOUSTON GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile