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BC
CFP
BC
CFP

Brion Collins

Wealthspire Advisors
28 Years of Experience
Delafield, WI
1 Disclosure
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Brion Collins is a CFP-designated registered investment advisor at Wealthspire Advisors, based in Delafield, WI, with 28 years of industry experience. Brion 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.

Wealthspire Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
228 advisors
Number of Clients
9,973 clients
Average Client Portfolio
$3.4M average
Assets Under Management
$34.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Fees vary based on account size, platform, and complexity, with standard rates up to 1.25% annually. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

709B Milwaukee Street, Delafield, WI, 53018

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
June 2009
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wealthspire Advisors
January 2021 - Present · 5 yrs 9 mos
Previous Registrations
Wealthspire Capital, LLCBroker
October 2015 - June 2020 · 4 yrs 8 mos
Wealthspire Advisors
May 2015 - December 2020 · 5 yrs 7 mos
Lake Country Wealth Management
April 2014 - May 2015 · 1 yr 1 mo
Next Financial Group, INC.
July 2009 - May 2015 · 5 yrs 10 mos
Next Financial Group, INC.
July 2009 - July 2009 · 0 mos
Next Financial Group, INC.Broker
June 2009 - May 2015 · 5 yrs 11 mos
MML Investors Services, INC.
September 1998 - June 2009 · 10 yrs 9 mos
MML Investors Services, INC.Broker
September 1998 - June 2009 · 10 yrs 9 mos
State Registrations1 state
WI
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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