Oxbow Advisors
47yrs
Top advisor by experience in Austin
29yrs
Max Dean
Financial advisor at Dean Wealth Partners
Max Dean has worked in the financial industry for 29 years and is a financial advisor based in Austin, Texas. After 21 years at Ameriprise Financial Services, Max joined Dean Wealth Partners in 2019, a firm offering financial planning and investment management. The firm is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience29 years (since 1997)
How that compares ?Top 14% by experience in Austin
Office7200 N Mopac Expressway Suite 140, Austin, TX 78731
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.3 million
Advisors at the firm2
States licensed ?1 state
Services through Dean Wealth Partners
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2019 – nowDean Wealth Partners, LLCCurrent firm
- 1997 – 2018Ameriprise Financial Services, LLCPreviously
Contact Max
(512) 346-1703Dean Wealth Partners main office 7200 N Mopac Expressway Suite 140Austin, TX 78731Office · Get directions Firm websiteHTTPS://WWW.DEANWEALTHPARTNERS.COM
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Questions to ask Max
Tailored to Max’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Max
How do I contact Max?
Call Dean Wealth Partners at (512) 346-1703 and ask for Max Dean. Max works from the Austin, TX office.
How long has Max been a financial advisor?
Max has been in the industry since 1997, about 29 years. Top 14% by experience in Austin.
What licenses does Max hold?
Series 63. Tap any license on this page to see what it allows.
Is Max a fiduciary?
Max is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Max paid?
Dean Wealth Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Max for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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