Brant Spesshardt
Brant Spesshardt is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Charlotte, NC, with 26 years of industry experience. Brant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
15720 Brixham Hill Avenue, Suite 300, Office #309, Charlotte, NC, 28277
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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
Brant is a partner in Banyan Rock and Talent Insurance Agency, though it requires minimal time. He is also the President of Steward Wealth Strategies, which is the DBA for his practice, and he works full-time in this role. Brant is also an insurance agent, spending minimal time servicing existing coverage and soliciting new coverage.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
State Registrations39 states
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