# Dean, Jacobson Financial Services

> Dean, Jacobson Financial Services is an SEC-registered investment advisory firm in Fort Worth, TX, registered since 2012, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 115879
- Filed as: DEAN, JACOBSON FINANCIAL SERVICES
- Legal name: Dean, Jacobson Financial Services, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fort Worth, TX
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/115879
- AdvisorCensus page: https://advisorcensus.com/firm/dean-jacobson-financial-services-fort-worth-tx-115879

## Quick answers

**How is Dean, Jacobson Financial Services compensated?**
On its Form ADV (Item 5.E, October 2026), Dean, Jacobson Financial Services reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Dean, Jacobson Financial Services charge?**
Its Form ADV Part 2A brochure dated March 23, 2026 states: Flat fee: $1,500 to $20,000 (Level A planning, initial setup); Flat fee: up to $2,500 a year (Level A planning and wealth management services, fixed renewal fee); Flat fee: $500 to $5,000 (Level B planning, initial setup and written financial plan); Flat fee: up to $1,500 a year (financial plan, retainer consulting and wealth management services, fixed…); Hourly rate: $75 to $350 an hour (Modular planning and services not covered in the signed Client Agreement); Flat fee: $750 to $10,000 (Retirement Plan Consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Dean, Jacobson Financial Services located?**
Dean, Jacobson Financial Services' principal office is in Fort Worth, TX, according to its Form ADV.

**Is Dean, Jacobson Financial Services registered with the SEC or a state?**
Dean, Jacobson Financial Services is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 115879.

**How much does Dean, Jacobson Financial Services manage?**
Dean, Jacobson Financial Services reports $519,412,773 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**How have Dean, Jacobson Financial Services' assets and staff changed since 2021?**
In the Form ADV data for Dean, Jacobson Financial Services: Regulatory assets under management: $345,373,359 in the October 2021 data and $519,412,773 in the October 2026 data, up 50%. Total employees: 7 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Dean, Jacobson Financial Services serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (362); high net worth individuals (170); charitable organizations (15).

**Which custodians does Dean, Jacobson Financial Services use?**
Dean, Jacobson Financial Services' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Dean, Jacobson Financial Services report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/115879

**What changed in Dean, Jacobson Financial Services' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 6 to 7. Regulatory assets under management went from $467,303,622 to $519,412,773 (+11%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Flat fee: $1,500 to $20,000 (Level A planning, initial setup)

> For Level A planning, clients are charged a fixed fee that ranges from $1,500 to $20,000 for initial setup.

- Flat fee: up to $2,500 a year (Level A planning and wealth management services, fixed renewal fee)

> Adviser charges a fixed renewal fee that does not exceed $2,500 on an annual basis.

- Flat fee: $500 to $5,000 (Level B planning, initial setup and written financial plan)

> For Level B planning, clients are charged a fixed fee that ranges from $500 to $5,000 for an initial setup and written financial plan.

- Flat fee: up to $1,500 a year (financial plan, retainer consulting and wealth management services, fixed…)

> Adviser charges a fixed renewal fee that does not exceed $1,500 on an annual basis.

- Hourly rate: $75 to $350 an hour (Modular planning and services not covered in the signed Client Agreement)

> Modular services that are not set up on a fixed fee and for services that are not covered in the signed Client Agreement will be billed at an hourly rate that ranges from $75 to $350.

- Flat fee: $750 to $10,000 (Retirement Plan Consulting services)

> The maximum hourly fee to be charged will not exceed $350. Our flat fees range from $750 to $10,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $519,412,773
- Discretionary: $519,412,773
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 362 | $126,455,969 |
| High net worth individuals | 170 | $301,822,196 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $6,841,655 |
| Charitable organizations | 15 | $46,665,023 |
| Corporations or other businesses not listed above | 10 | $37,627,930 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2012 (13 years)
- Employees: 8 total, 7 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CO, FL, LA, OH, OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- deanjacobson.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $345,373,359 | 7 | March 26, 2021 |
| October 2022 | $359,420,979 | 7 | July 1, 2022 |
| October 2023 | $347,638,859 | 7 | March 20, 2023 |
| October 2024 | $409,549,486 | 6 | March 14, 2024 |
| October 2025 | $467,303,622 | 6 | March 14, 2025 |
| October 2026 | $519,412,773 | 8 | March 23, 2026 |

Regulatory assets under management: $345,373,359 in the October 2021 data and $519,412,773 in the October 2026 data, up 50%.
Total employees: 7 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 6 to 7.
- Regulatory assets under management went from $467,303,622 to $519,412,773 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dean, Jacobson Financial Services (CRD 115879): Form ADV filing data as of October 2026.