Invested Better
Unclaimed

Unclaimed

Unclaimed

Dean Dorton Wealth Management, LLC

Headquartered in LEXINGTON, KY

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Dean Dorton Wealth Management, LLC is an investment advisor registered with the SEC. The firm offers a range of advisory services, including financial planning, pension consulting, and portfolio management for individuals and businesses. They have approximately $36,454,466 in regulatory assets under management and serve a total of 72 accounts. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth, with 11 and 16 clients respectively.

Dean Dorton Wealth Management, LLC

$36.45M

Assets Under Management

4

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

retainer services - financial advice

Retainer services - financial advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Retainer fees

Branch Locations (2)

DEAN DORTON WEALTH MANAGEMENT, LLC has a total of 2 branch locations across the country.

Advisors at Dean Dorton Wealth Management, LLC

View All 4 Advisors

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Dean Dorton Wealth Management, LLC is right for you?

Disclosures

There are no public disclosures for Dean Dorton Wealth Management, LLC.

Frequently Asked Questions (4)

Not sure if Dean Dorton Wealth Management, LLC is right for you?