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.

The firm provides non-discretionary asset management, comprehensive financial planning, and retirement-plan advisory services, including acting as a limited‑scope ERISA 3(21) fiduciary. Its clients include individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates, and business entities. Investment recommendations are grounded in fundamental analysis and tailored asset‑allocation strategies that reflect each client’s goals, time horizon, and risk tolerance, with the firm obtaining client approval before executing transactions. Accounts are reviewed at least quarterly and financial plans are typically completed and delivered within 90 days, with an emphasis on long‑term purchases and ongoing portfolio monitoring. The firm discloses that the principal also operates a mortgage brokerage and provides occasional real‑estate brokerage services (approximately 25% of his time), which may be offered to clients and are mitigated by disclosure and fiduciary procedures. It also offers pension consulting services and participant education/group enrollment meetings for retirement plans—features the brochure highlights—and reported having no assets under management as of the filing date.

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.