A complete list of active advisors currently associated with Kenneth Dean & Co Financial Advisory Services

Warmer can help you find a great advisor at Kenneth Dean & Co Financial Advisory Services or one who fits your needs even better.

Kenneth Dean & Co Financial Advisory Services works with retirement plan sponsors, institutional clients and individual investors, providing non‑discretionary asset management, ERISA 3(21) plan advisory services, and financial planning and consulting. The firm’s plan work covers a range of qualified plans including 401(k), 403(b), pension and profit‑sharing, cash balance and deferred compensation arrangements. The firm tailors investment programs through written investment policy statements, asset allocation and periodic monitoring, generally relying on fundamental analysis and a long‑term purchase approach; for non‑discretionary accounts it seeks client approval before executing transactions. For retirement plans it assists plan sponsors in selecting qualified default investment alternatives, prepares periodic investment reports, and conducts participant education and group enrollment meetings to support plan adoption and understanding. Distinctive features include affiliated mortgage and occasional real estate brokerage activities conducted through related entities, which the firm discloses and states consume roughly 25% of the principal’s time; clients are informed of and may decline those services. The firm also reported no assets under management at the brochure date and emphasizes limited‑scope ERISA consulting and participant education as service elements that set it apart from many peers.

To learn more about the advisors currently working at Kenneth Dean & Co Financial Advisory Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.