Kenneth Dean & Co Financial Advisory Services

Overview

Kenneth Dean & Co Financial Advisory Services is a single-owner, sole proprietorship that combines financial advisory work with activity as a real estate broker. The firm’s advisory offerings include financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars or workshops. Its stated fee arrangements are a mix of percentage-of-assets-managed and fixed fees. The firm is not reported as an active ESG investor and appears to operate on a local or single-state basis rather than as a multi-state adviser.

Assets & Accounts

Investments & Alternatives