Briana Keydel is a CFP-designated registered investment advisor at Wealthspire Advisors, based in Seattle, WA, with 30 years of industry experience. Briana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 9,973 clients with $34B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees vary based on account size, platform, and complexity, with standard rates up to 1.25% annually. Fees are negotiable.
Fee Estimator
Location
1700 Westlake Ave N, Suite 325, Seattle, WA, 98109
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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 ActivitiesSells Insurance
Briana is a sole proprietor of an independent insurance agency since 1996, dedicating minimal time to it. She is also a board member of Knit for Life, a non-profit organization, spending minimal time on this activity as well.
Employment History
Current Registrations
Wealthspire Advisors
Previous Registrations
Wealthspire Advisors
Mutual Securities, INC.Broker
Lakeview Financial Group LLC
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Financial Network Investment CorporationBroker
State Registrations1 state
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
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