Dean Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment supervisory services and financial planning primarily to individual family households, retirement and pension plans, trusts, estates, and similar clients. It operates with three advisors and about 102 client households (roughly $51.1 million in assets under management) and delivers both discretionary and non‑discretionary monitoring and management—investment supervisory work represents about 70% of its practice—with a suggested household investment level of $200,000.
Its investment approach combines strategic asset allocation with several in‑house tactical programs. These programs include a Tactical Aggressive strategy that may use ETFs, mutual funds, individual stocks and bonds (including leveraged and inverse ETFs), a Tactical Moderate program that emphasizes trend weighting with unleveraged vehicles, and a multi‑basket retirement allocation program that targets consistent absolute returns (described as a 6–8% objective with the ability to reduce equity exposure to 0%); the firm also selects and monitors third‑party money managers and uses charting, technical, fundamental and cyclical analysis.
Noteworthy features for a firm of this size include its long operating history and a team mix that includes a CFP and a CPA alongside advisors holding ChFC/CLU/CAP/AEP credentials, and an operational willingness to use higher‑activity tools (leveraged/inverse ETFs, single‑stock positions, options, short sales) alongside planning services. The brochure discloses insurance sales activity—one advisor devotes a majority of time to insurance—and solicitor arrangements with third‑party managers; the firm states it will not charge advisory fees on insurance products, does not accept custody of client assets, and does not accept proxy‑voting authority.
Client services
Expertise
Fee options
Fixed fees for initial financial planning typically $2,500; $3,000 for estates over $2,000,000 or income over $300,000; other services range from $1,000 to $2,500
$0 - $500,000: 1.500% annually $500,001 - $1,000,000: 1.250% annually $1,000,001 - $2,000,000: 1.000% annually $2,000,001+: 0.750% annually (negotiable)
Hourly fees at $250 per hour for planning and consultation
Account minimum: $200,000 Minimum fee: Planning fees range from $1,000 to $3,000 depending on services and client assets Fee-only: Fixed fees from $1,000 to $3,000 for planning services; hourly fees at $250/hour
Main office
17074 Hwy 20 W.
Lindale TX 75771
Advisors at this office
3
Most active in
Texas
Also doing business as
Dean Wealth Management, LLC · Swords Wealth Management, 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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Joe W
Series 63, Series 65
Lindale, TX
Dean Wealth Management, LLC
Joe Wylie is a financial advisor with Dean Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Trinity Portfolio Advisors, LLC since 2009. In addition to his advisory role, Joe is a CPA involved in tax return preparation, review, research, and planning. Dean Wealth Management provides investment supervisory services and financial planning primarily to individual households, retirement accounts, trusts, and other entities. The firm employs a mix of discretionary management and periodic consultation, using strategic asset allocation combined with tactical, trend-weighting overlays and multiple analysis methods including technical and fundamental approaches.
Benjamin D
CFP®, Series 63, Series 65
Lindale, TX
Dean Wealth Management, LLC
Benjamin Dean is a CFP® with 22 years of industry experience and is currently affiliated with Dean Wealth Management, LLC. He has worked at Swords Wealth Management LLC since 2014. Outside of his advisory role, he operates as an independent insurance agent on a limited basis. Dean Wealth Management provides investment supervisory services and financial planning primarily to individual households, retirement accounts, trusts, and other entities. The firm employs a blend of strategic asset allocation and tactical trend-weighting overlays, utilizing various analysis methods and managing several in-house programs that can include leveraged and inverse ETFs to adjust equity exposure based on market trends.
David B
ChFC®, Series 63
Lindale, TX
Dean Wealth Management, LLC
David Breedlove is a ChFC® credentialed advisor at Dean Wealth Management, LLC with 55 years of industry experience. He has worked at Swords Wealth Management and Concorde Asset Management, and has operated Breedlove Insurance & Financial Services since 1969. Outside of his advisory role, he is involved as a managing member and general partner in several private business entities. Dean Wealth Management provides investment supervisory services and financial planning primarily to individual households, including both high-net-worth and non-HNW clients, as well as retirement accounts, trusts, and other entities. The firm uses a combination of strategic asset allocation and tactical, trend-weighting overlays, employing multiple analysis methods and in-house programs that may include leveraged or inverse ETFs and trend-based equity exposure adjustments.
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