DEAN FINANCIAL SERVICES

3500 Pentagon Boulevard, Suite 200
Beavercreek, Ohio 45431
Tel: 937-222-9531

About DEAN FINANCIAL SERVICES

DEAN FINANCIAL SERVICES, formally registered with the SEC as DEAN FINANCIAL SERVICES. The firm was established in 01/02/2004. They have over 1 offices throughout the country.

DEAN FINANCIAL SERVICES is a Beavercreek, Ohio based Financial Planning firm with nearly $266,799,071 assets under management, offering retirement planning & investment advisory services to 462 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	129679
SEC#	801-62586
Assets Managed by Firm	$266,799,071
No. of Clients	462
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	462	$266,799,071
Individuals (other than high net worth individuals)	210	$104,743,431
High net worth individuals	10	$42,969,850
Pension and profit sharing plans	31	$101,045,412
Charitable organizations	Fewer than 5 clients	$2,945,533
Corporations or other businesses	Fewer than 5 clients	$15,094,845

More Retirement Planning firms in Beavercreek, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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