Dean Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Dean Wealth Partners serves individual and high‑net‑worth clients as well as trusts, estates and business entities, offering comprehensive portfolio management, discretionary asset management, and standalone financial planning and consulting. Its planning engagements cover investment, retirement, estate and charitable planning and extend to corporate and personal tax planning, cost segregation studies, real estate analysis, mortgage/debt evaluation and insurance analysis.
The firm employs proprietary asset allocation models and combines quantitative, fundamental, technical and Modern Portfolio Theory methods to tailor and rebalance portfolios, using strategies that can include tactical or core‑satellite allocations, fixed income, options, margin and both long‑ and short‑term holdings. It generally manages accounts on a discretionary basis, monitors portfolios regularly, and recommends a major custodian while seeking execution practices intended to serve client interests.
Dean Wealth Partners reports roughly $249.8 million in assets under management across 192 client relationships with two advisors, and its advisory team includes registered representatives, licensed insurance agents and Certified Public Accountants — reflecting affiliations with a broker‑dealer, an accounting practice and an insurance company that are uncommon among peers. Those overlapping roles allow the firm to offer commissionable securities, insurance and tax/accounting services under separate engagements, a configuration the brochure discloses as creating potential conflicts of interest.
Client services
Expertise
Fee options
Up to $10,000 for financial planning and consulting services
$0 - $500,000: 1.45% $500,001 - $625,000: 1.275% $625,001 - $750,000: 1.250% $750,001 - $1,000,000: 1.125% $1,000,001 - $1,500,000: 1.020% $1,500,001 - $2,000,000: 0.950% $2,000,001 - $2,500,000: 0.850% $2,500,001+: 0.750%
Representatives receive commissions from securities sales through Purshe Kaplan Sterling Investments, Inc.
Up to $500 per hour for financial planning and consulting services
Fee-only: Hourly fees up to $500; Flat fees up to $10,000 for financial planning and consulting
Main office
7200 N Mopac Expressway, Suite 140
Austin TX 78731
Advisors at this office
2
Most active in
Louisiana · Texas
Also doing business as
Dean Wealth Partners · Dean Wealth Partners, LLC · Jam Dwp Group, 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 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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.
Advisors at this firm
Max D
Series 63
Austin, TX
Dean Wealth Partners, LLC
Max Dean is a financial advisor with Dean Wealth Partners, LLC in Austin, TX, holding a Series 63 license and bringing 29 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 13 years and has been with Dean Wealth Partners and Purshe Kaplan Sterling Investments since 2018. Dean also works as an insurance agent on a limited basis. Dean Wealth Partners serves individual and high-net-worth clients, as well as trusts, estates, and business entities, offering comprehensive portfolio management and financial planning services. The firm uses proprietary asset allocation models that integrate quantitative, fundamental, technical, and Modern Portfolio Theory methods to tailor and monitor discretionary accounts.
Bradley R
Series 66
Austin, TX
Dean Wealth Partners, LLC
Bradley Reddin is a financial advisor at Dean Wealth Partners, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments and Ernst & Young. His background also includes roles outside finance, such as involvement with the American Red Cross Central Texas Chapter and St. Francis School. Dean Wealth Partners provides investment advisory and financial planning services to individuals, trusts, estates, and business entities. The firm employs proprietary asset-allocation models and a blend of quantitative, fundamental, and technical analysis to manage portfolios, offering services that include fixed-income management, options and margin transactions, and integrated planning for retirement, estate, education, and tax matters.
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