Albert Everett Dean Iii
CFP®Professional Summary
Albert Everett Dean III, CFP®, who also goes by Rett Dean, is a registered financial advisor currently at RIVERCHASE WEALTH MANAGEMENT, LLC located in Flower Mound, Texas. Albert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Albert has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Investment Management
- Financial Planning
- Estate & Legacy Planning
- Tax Planning
- Risk Management & Insurance
- Cashflow & Budgeting
- Retirement Planning
Specializations
Biography
Rett Dean, a CERTIFIED FINANCIAL PLANNER™ professional, is a Co-Founder and Principal of Riverchase Financial Planning, LLC in Lewisville, Texas. Rett has spent the last 15 years working with clients to enable them to reach the goals that are most important to them. Prior to founding Riverchase, Rett spent the majority of his career training and coaching tax professionals to better understand financial planning concepts, enabling them to better advise their tax clients. He also...
Other Aliases
Rett Dean
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
29 years in the financial services industry
Current & Past Employments
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Current Firm
RIVERCHASE FINANCIAL PLANNING, LLC | RIVERCHASE WEALTH MANAGEMENT, LLC
Contact Information
Main Address
3419 Cross Timbers Road Suite 105, Flower Mound, TX 75028Phone Number
(972) 471-9013# of Employees
5SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
572AUM (Assets Under Management)
$251,469,812Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
RIVERCHASE FINANCIAL PLANNING, LLC | RIVERCHASE WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(5/27/2011)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Albert Everett Dean III's CRS (Customer Relationship Summary).
Services Offered by Albert
- Investment Management
- Financial Planning
- Estate & Legacy Planning
- Tax Planning
- Risk Management & Insurance
- Cashflow & Budgeting
- Retirement Planning
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