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CFP

Brian Fylak

Missionsquare Wealth Management
38 Years of Experience
Huntersville, NC
1 DisclosureBroker
View SEC Summary
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Brian Fylak is a CFP-designated registered investment advisor at Missionsquare Wealth Management, based in Huntersville, NC, with 38 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management.

Missionsquare Wealth Management
Compensation
Fee-Only (% of Portfolio)
Firm Size
146 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$100
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.30%

The wrap fee is a flat 0.30% annually, charged quarterly in arrears. Cash portions of the account are excluded from the fee. The fee is non-negotiable, though the firm may waive all or a portion in its sole discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Huntersville, NC

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 1999
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Missionsquare Wealth Management
March 2026 - Present · 7 mos
Missionsquare Wealth Management
February 2022 - Present · 4 yrs 8 mos
Missionsquare Wealth ManagementBroker
February 2022 - Present · 4 yrs 8 mos
Previous Registrations
Missionsquare Retirement
February 2022 - March 2026 · 4 yrs 1 mo
Alight Financial Solutions, LLCBroker
April 2013 - February 2022 · 8 yrs 10 mos
Alight Financial Advisors, LLC
April 2013 - February 2022 · 8 yrs 10 mos
Tiaa-Cref Advice and Planning Services
September 2007 - March 2013 · 5 yrs 6 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
February 2001 - March 2013 · 12 yrs 1 mo
TD Waterhouse Investor Services, INC.Broker
October 1999 - March 2000 · 5 mos
Salomon Smith Barney INC.Broker
May 1994 - September 1999 · 5 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1990 - May 1994 · 4 yrs 1 mo
Halpert and Company, INC.Broker
August 1987 - April 1990 · 2 yrs 8 mos
State Registrations12 states
CADCGAINKYMOMSNCOHSCTNVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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