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CFP
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CFP

Brian Akers

Arkadios Wealth Advisors
35 Years of Experience
Forest Hill, MD
BrokerSells Insurance
View SEC Summary
View SEC Summary

Brian Akers is a CFP-designated registered investment advisor at Arkadios Wealth Advisors, based in Forest Hill, MD, with 35 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 Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 3 more. Their firm serves 14,886 clients with $8.8B in assets under management.

Arkadios Wealth Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
220 advisors
Number of Clients
14,886 clients
Average Client Portfolio
$590K average
Assets Under Management
$8.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K+1.50%

Rates reflect maximum annual fees for Crest Accounts. Third-party manager accounts have a separate schedule ranging up to 2.25%. Fees are negotiable.

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

Location

134 Industry Lane, Suite 5, Forest Hill, MD, 21050

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Brian is the 100% owner of Akers Financial, where he sells fixed life insurance products, health, LTC, and DI, dedicating nearly full-time hours. He also refers clients to various insurance companies for Medicare supplemental, property, and casualty insurance, and owns Acres by Akers, LLC for real estate development.

Employment History
Current Registrations
Arkadios Wealth Advisors
August 2022 - Present · 4 yrs 2 mos
Arkadios CapitalBroker
August 2022 - Present · 4 yrs 2 mos
Previous Registrations
Kalos Capital, INC.Broker
February 2006 - September 2022 · 16 yrs 7 mos
Kalos Management
February 2006 - September 2022 · 16 yrs 7 mos
Psa Financial Advisors INC
July 1997 - February 2006 · 8 yrs 7 mos
Psa Equities, INC.Broker
June 1997 - February 2006 · 8 yrs 8 mos
Hornor, Townsend & Kent, INC.Broker
February 1993 - June 1997 · 4 yrs 4 mos
Pml Securities CompanyBroker
May 1991 - February 1993 · 1 yr 9 mos
Eneric Financial Services, INC.Broker
April 1991 - April 1991 · 0 mos
State Registrations28 states
AKALARAZCACODEFLGAILKYMAMDMEMIMONCNJNVNYOHPASCTNTXVAWIWV
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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