Dean Roland Russell, LLC fees and pricing
Financial planner in San Diego, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 16, 2026, Dean Roland Russell, LLC charges $100-$400 an hour and a flat or project fee of $2,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$400/hr
“For these special projects or consulting services, fees are based on expected service time and hourly fees ranging from $100 to $400 per hour.”
- Flat or project fee
- $2,000-$10,000
“These projects generally range from $2,000 to $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Dean Roland Russell, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The wealth management fee accrues daily and is payable on the last day of the calendar quarter or on the effective date of termination.”
How Dean Roland Russell, LLC’s fees compare
- Its hourly rate of $100-$400 spans the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
- 14 of the 73 other planners in San Diego that publish an hourly rate charge less.
- Its flat or project fee of $2,000-$10,000 spans the California median of $5,000. 62% of the 796 other California planners that publish a flat or project fee charge less.
- 40 of the 68 other planners in San Diego that publish a flat or project fee charge less.
About Dean Roland Russell, LLC
“We offer fee-only wealth management services primarily to high net-worth individuals and families to help them meet their short-term and long-term personal financial goals.”
- Firm size: 6 employees.
- Founded: 1988 (38 years).
Planning areas mentioned in the brochure
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $7,500 minimum fee (stated in brochure)
- Clients
- 175
- Employees
- 6
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $351,202,738
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 109480
- Phone
- (858) 485-8547
Can advise clients in 2 states: California, Texas
Other planners in San Diego that publish fees
- 401 FinancialSan Diego$250/hr, $500
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
- Abundance PathwaysSan Diego$75/hr, $2,500
- Ac3 CapitalSan Diego$100/hr, $500-$2,000
- AdviceonlySan Diego$50-$600/hr, Up to $10,000
- Ariston Services Group, LLCSan Diego$250-$350/hr, $500-$25,000
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