TrueAdvisor
TrueAdvisor
BS
CFP
BS
CFP

Brandon Stegall

Cetera Planning Partners
21 Years of Experience
Leawood, KS
View SEC Summary
View SEC Summary

Brandon Stegall is a CFP-designated registered investment advisor at Cetera Planning Partners, based in Leawood, KS, with 21 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,849 clients with $4.2B in assets under management.

Cetera Planning Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
71 advisors
Number of Clients
4,849 clients
Average Client Portfolio
$859K average
Assets Under Management
$4.2B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.65%

Maximum advisor fee is up to 1.65%. Additional administrative, strategist, and optional service fees of up to 0.05%, 0.90%, and 0.40% respectively may apply depending on portfolio selections.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

11460 Tomahawk Creek Pkwy, Suite 400, Leawood, KS, 66211

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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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Employment History
Current Registrations
The Retirement Planning Group, LLC
August 2020 - Present · 6 yrs 2 mos
Previous Registrations
TD Ameritrade Investment Management, LLC
June 2014 - September 2020 · 6 yrs 3 mos
TD Ameritrade, INC.
June 2014 - September 2020 · 6 yrs 3 mos
TD Ameritrade, INC.Broker
May 2014 - September 2020 · 6 yrs 4 mos
American Century Brokerage, INC.Broker
August 2009 - May 2011 · 1 yr 9 mos
American Century Investment Services INC.Broker
February 2009 - May 2014 · 5 yrs 3 mos
Charles Schwab & CO., INC.
April 2001 - July 2002 · 1 yr 3 mos
Charles Schwab & CO., INC.Broker
September 1999 - July 2002 · 2 yrs 10 mos
American Century Brokerage, INC.Broker
May 1999 - August 1999 · 3 mos
American Century Investment Services INC.Broker
October 1997 - August 1999 · 1 yr 10 mos
State Registrations2 states
KSTX
Advisor

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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