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Brian Cantel

Berthel Fisher & Company Financial Services, INC.
38 Years of Experience
Flowery Branch, GA
3 DisclosuresBrokerSells Insurance
View SEC Summary
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Brian Cantel is a registered investment advisor at Berthel Fisher & Company Financial Services, INC., based in Flowery Branch, GA, 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 Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 3,352 clients with $910M in assets under management.

Berthel Fisher & Company Financial Services, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
232 advisors
Number of Clients
3,352 clients
Average Client Portfolio
$270K average
Assets Under Management
$906.4M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum allowable fee across programs is 2.50% annually. Actual fees are negotiable and vary by advisor, account size, and platform.

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

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 ReportHow 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.

Employment History
Current Registrations
Berthel Fisher & Company Financial Services, INC.
January 2006 - Present · 20 yrs 9 mos
Berthel, Fisher & Company Financial Services, INC.Broker
January 2006 - Present · 20 yrs 9 mos
Previous Registrations
Bfc Planning, INC.
June 2016 - July 2018 · 2 yrs 1 mo
Ing Financial Partners, INC.Broker
January 2004 - December 2005 · 1 yr 11 mos
Locust Street Securities, INC.Broker
May 1995 - January 2004 · 8 yrs 8 mos
Fidelity Equity Services CorporationBroker
December 1987 - April 1995 · 7 yrs 4 mos
State Registrations3 states
AZFLGA
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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