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Brian Tillotson

Great Valley Advisor Group, LLC
24 Years of Experience
Southlake, TX
1 DisclosureBrokerSells Insurance
View SEC Summary
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Brian Tillotson is a registered investment advisor at Great Valley Advisor Group, LLC, based in Southlake, TX, with 24 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 37,014 clients with $11B in assets under management.

Great Valley Advisor Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
189 advisors
Number of Clients
37,014 clients
Average Client Portfolio
$286K average
Assets Under Management
$10.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.05%
$1.0M - $3.0M0.85%
$3M+0.85%

Fees for assets over $3,000,000 are negotiable. All tiers and fees are subject to negotiation at the firm's discretion.

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

Location

2535 East Southlake Blvd #100, Southlake, TX, 76092

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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
February 2012
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Brian operates his LPL business under the DBA Virtus Wealth Management and is an IAR with Good Life Advisors, LLC, spending nearly full-time on this activity. He also owns Virtus Tax Strategies, LLC, dedicating a few hours per week to tax preparation and accounting, and sells non-variable insurance products.

Employment History
Current Registrations
Great Valley Advisor Group, LLC
September 2026 - Present · 1 mo
Good Life Advisors, LLC
September 2021 - Present · 5 yrs 1 mo
LPL Financial LLCBroker
June 2014 - Present · 12 yrs 4 mos
Previous Registrations
LPL Financial LLC
June 2025 - July 2026 · 1 yr 1 mo
Level Four Advisory Services
July 2014 - October 2021 · 7 yrs 3 mos
Vsr Advisory Services
February 2003 - June 2014 · 11 yrs 4 mos
The Masters, INC.
March 2002 - February 2003 · 11 mos
Vsr Financial Services, INC.Broker
January 2002 - June 2014 · 12 yrs 5 mos
State Registrations13 states
ARAZCACOFLGAMNOHOKSCTXWAWI
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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