Brian Eric Cantel

Berthel Fisher & Company Financial Services, INC.

37 Years of Experience

3 DisclosuresBrokerSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Berthel Fisher & Company Financial Services, INC.

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

172 advisors

Number of Clients

2,942 clients

Average Client Portfolio

$271K average

Assets Under Management

$798.1M

Fee Structure

Minimum Investment:$25K

Location

Flowery Branch, GA

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History

Regulatory History (3)

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

August 2025

Pending

Customer Dispute

November 2022

Settled

Customer Dispute

March 2021

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Brian is a sales representative for Rare Coins of New Hampshire, a director for the Rotary Club of South Hall, and the owner of Cantel Wealth Management, LLC, where he manages securities and insurance. He also works as an insurance agent selling life insurance, long-term care, disability insurance, and accident & sickness insurance, dedicating minimal time to this activity.