Bryan Benner
Bryan Benner is a CFP, ChFC-designated registered investment advisor at Commonwealth Financial Network, based in Berwyn, PA, with 28 years of industry experience. Bryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.
Fee Estimator
Location
1001 Old Cassatt Rd, Suite 206, Berwyn, PA, 19312
Get directionsHistory
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
Bryan sells fixed insurance, dedicating about 10% of his time during trading hours to this activity. He is also the sole owner of an operating company for marketing and personal expenses, and co-owns High Point Financial, LLC to facilitate securities, advisory, and insurance business, spending minimal time on this.
Employment History
Current Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Vanguard Advisers INC
Vanguard Marketing CorporationBroker
New England SecuritiesBroker
State Registrations18 states
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
More Advisors
- Steven PorteCommonwealth Financial Network
- Richard Clark, CFP, ChFCJacobi Capital Management, LLC
- Joseph Ciavarelli, CFALPL Financial LLC
- Matthew Schmidt, CFASequoia Financial Group, L.L.C.
- Amy Abromaitis, CFPCarnegie Wealth Management, LLC
- David Sun, CFAEllis Investment Partners, LLC