BM
BM
Brian Megibow is a registered investment advisor at Broaden Wealth LLC, based in Fort Myers, FL, with 26 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.85% |
| $5M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location
13461 Parker Commons Blvd, Suite 206, Fort Myers, FL, 33912
Get directionsHistory
Regulatory History (7)
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Customer Dispute
July 2025Denied
Employment Separation After Allegations
June 2025Employment Separation After Allegations
December 2024Customer Dispute
March 2016Settled
Employment Separation After Allegations
January 2005Customer Dispute
May 2001Denied
Customer Dispute
November 2000Denied
Employment History
Current Registrations
Broaden Wealth LLC
November 2025 - Present · 6 mos
Previous Registrations
Ausdal Financial Partners, INC.Broker
May 2025 - June 2025 · 1 mo
Fourstar Wealth Advisors, LLC
January 2025 - March 2025 · 2 mos
Ameriprise Financial Services, LLC
May 2017 - January 2025 · 7 yrs 8 mos
Ameriprise Financial Services, LLCBroker
May 2017 - January 2025 · 7 yrs 8 mos
Suntrust Advisory Services, INC.
November 2016 - June 2017 · 7 mos
Suntrust Investment Services, INC.
May 2005 - December 2016 · 11 yrs 7 mos
Suntrust Investment Services, INC.Broker
March 2005 - June 2017 · 12 yrs 3 mos
Amsouth Investment Management Company LLC
October 2003 - January 2005 · 1 yr 3 mos
Amsouth Investment Services, INC.
March 2003 - October 2003 · 7 mos
Amsouth Investment Services, INC.Broker
March 2001 - January 2005 · 3 yrs 10 mos
Dean Witter Reynolds INC.Broker
March 1999 - February 2001 · 1 yr 11 mos
State Registrations2 states
FLTX
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.