Dean Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Hourly fees are based on $250 per hour.”

Flat or project fee

$2,500

“The most common circumstance is to pay $2,500 for planning which includes the production of a financial 5 planning workbook, implementation action steps, and a web-based model for tracking forward progress.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Dean Wealth Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees may be estimated for a new client and billed to the client on a flat, fixed fee basis for this service.”
• “These fees are paid quarterly in advance commencing on the date our firm begins to provide such services.”
• “Withdrawals from the Investment Portfolio and/or the Employee Savings Plan during any period will generate a refund of the fees paid prorated from the date of withdrawal for that period.”

How Dean Wealth Management, LLC’s fees compare

• Its hourly rate of $250 is below the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the Texas median of $3,850. 26% of the 401 other Texas planners that publish a flat or project fee charge less.

About Dean Wealth Management, LLC

• Principal: Ben Dean
• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2014 (12 years).

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

Clients

102

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$51,122,682

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

172563

Website

deanwm.com (opens in new tab)

Phone

(903) 526-6669

Other planners in Lindale that publish fees

• Earls FinancialLindale$500⁠-⁠$25,000
• 11 FinancialLufkin$250/hr, $50⁠-⁠$5,000
• 1900 WealthSan Antonio$350/hr, $1,500
• 360 Wealth CreationAustin$250/hr
• 3T Advisors LLCWaco$250/hr, $250⁠-⁠$10,000
• 7 Saturdays FinancialWylie$250/hr, $500⁠-⁠$10,000

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