Dean Willeford
Dean Willeford is a registered investment advisor at Ofg Financial Services, INC., based in San Antonio, TX, with 17 years of industry experience. Dean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 850 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.70% |
| $5M+ | 0.65% |
This schedule is used as only an example; actual fees could differ from what is on this schedule. All OFG advisory fees may be negotiable.
Fee Estimator
Location
401 E. Sonterra Blvd, Suite 375, San Antonio, TX, 78258
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dean is an employee benefits enroller and independent insurance agent selling insurance and annuities through Willeford Financial Group of Texas. This activity takes about 10% of his time.
Employment History
Current Registrations
Ofg Financial Services, INC.
Ofg Financial Services, INC.
Ofg Financial Services, INC.Broker
Previous Registrations
Securities Management & Research, INC.Broker
Pruco Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.