Brian Heithoff is a CFP-designated registered investment advisor at Mariner Wealth, based in Overland Park, KS, with 32 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.
Fee Estimator
Location
5700 W. 112th Street, Suite 500, Overland Park, KS, 66211
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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 Activities
Brian works as a practice management consultant for MSEC, LLC, dedicating nearly full-time hours during securities hours. He also works as a wealth advisor for Mariner Wealth Advisors, dedicating nearly full-time hours during securities hours.
Employment History
Current Registrations
Mariner Wealth
Msec, LLCBroker
Previous Registrations
Montage Investments, LLC
Frontier Wealth Management, LLC
Securities America Advisors, INC.
Securities America, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Dickinson & CO.Broker
State Registrations5 states
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