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- Custodian
- Charles Schwab & Company · John Hancock · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2010
- Office Locations
- 1
Office Locations
About Dean Financial Advisory, Llc.
Dean Financial Advisory is a Cincinnati-based RIA focused on retirees and families nearing retirement, providing financial coaching and comprehensive planning. The team emphasizes income planning, risk evaluation, tax-efficient strategies, and legacy/estate planning, alongside ongoing asset management and asset protection. Client portfolios commonly use public funds and ETFs, and the firm supports custody through Charles Schwab.
Team overview
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Investment Themes
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Owner & Executives
DANIEL DEAN BUSSONE
Chief Compliance Officer, Financial Advisor, FINANCIAL PLANNER, General Partner
- CRD
- #2707545
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,869,426 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,869,426 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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