Dean Roland Russell, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$350,345,803
Clients
175
Advisors
3
of 6 employees
About
Dean Roland Russell, LLC is a fee-only registered investment adviser that works with roughly 175 families, high-net-worth individuals, trusts, estates, and business entities, providing ongoing wealth management, portfolio management, retirement and tax planning, estate and legacy planning, and insurance/risk management. The firm manages about $351 million in client assets and offers customized financial planning and reporting as part of its services.
The firm emphasizes personalized asset-allocation-driven portfolios where the same set of securities may be used across clients while allocations are adjusted for risk tolerance and goals; investment recommendations are frequently informed by tax, cash flow, and estate-planning considerations rather than only the intrinsic merits of individual securities. Dean Roland Russell uses third-party research and tools such as Kwanti and ETFAction, actively rebalances portfolios, and generally seeks discretionary authority to implement its advice.
Notable distinctions include a long operating history (predecessor firms back to 1988) and managing members who have worked together for over twenty years, a firm minimum annual advisory fee of $7,500 despite no absolute account-size minimum, and a practice of not voting client proxies (clients retain voting responsibility). The firm also routinely recommends Charles Schwab as custodian—maintaining nearly $280 million there—and discloses receipt of institutional services and soft-dollar benefits, and it may request online access credentials to certain employer or plan accounts for informational purposes only.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $2,000,000: 1.0% annually $2,000,001 - $3,000,000: 0.5% annually $3,000,001 - $5,000,000: 0.4% annually $5,000,001+: 0.3% annually
$100 to $400 per hour for consulting or special projects
Minimum fee: $7,500 minimum annual fee Fee-only: Fee-only (solely compensated by clients, no commissions or referral fees)
Main office
16880 West Bernardo Drive, Suite 170
San Diego CA 92127
Advisors at this office
3
Most active in
California · Texas
Also doing business as
Dean Consulting & Associates · Dean Mary Katherine · Dean Roland Russell, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Marc R
CFP®, PFS™, Series 66
San Diego, CA
Dean Roland Russell, LLC
Marc Roland is a Certified Financial Planner™ and Personal Financial Specialist™ with 21 years of experience. He has been with Dean Roland Russell, LLC since 2012, where he is part of a five-advisor team based in San Diego, CA. Dean Roland Russell, LLC serves individual and high-net-worth families, often working across multiple generations and related entities such as trusts and estates. The firm provides fee-only wealth management and financial planning, emphasizing customized portfolios that integrate tax, cash-flow, and estate planning considerations alongside security-level analysis.
Andrew R
CFP®, Series 63
San Diego, CA
Dean Roland Russell, LLC
Andrew Russell is a CFP® with 18 years of industry experience and has been with Dean Roland Russell, LLC since 2012. He is based in San Diego, CA, and holds a Series 63 license. Dean Roland Russell, LLC serves individual and high-net-worth families, including related entities such as trusts and estates, offering fee-only wealth management and financial planning. The firm creates customized portfolios across global asset classes, incorporating tax, cash-flow, and estate planning considerations alongside security analysis.
Juliana G
Series 65
San Diego, CA
Dean Roland Russell, LLC
Juliana Guerra is a financial advisor at Dean Roland Russell, LLC with a Series 65 designation and two years of industry experience. She previously worked at AlphaCore Wealth Advisory for one year and was a full-time student for eight years prior to entering the financial industry. Dean Roland Russell, LLC serves individual and high-net-worth families, including related entities such as trusts and estates, providing fee-only wealth management and financial planning services. The firm creates customized portfolios using a variety of asset classes and incorporates tax, cash-flow, and estate planning considerations alongside security-level analysis.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)