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Brian Bristow

Csenge Advisory Group, LLC
23 Years of Experience
Houston, TX
Broker
View SEC Summary
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Brian Bristow is a registered investment advisor at Csenge Advisory Group, LLC, based in Houston, TX, with 23 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 7,199 clients with $3.2B in assets under management.

Csenge Advisory Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
75 advisors
Number of Clients
7,199 clients
Average Client Portfolio
$440K average
Assets Under Management
$3.2B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.35%

Maximum annual fee is 2.35% for asset management programs, 1.50% for asset allocation services, and up to 2.5% for third-party management programs. Fees are negotiable.

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

1218 Webster Street, Houston, TX, 77002

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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
Csenge Advisory Group, LLC
April 2026 - Present · 6 mos
Ridgeback Securities, LTD
April 2025 - Present · 1 yr 6 mos
Ridgeback Securities, LTDBroker
April 2025 - Present · 1 yr 6 mos
Previous Registrations
CUNA Brokerage Services, INC.
November 2015 - February 2022 · 6 yrs 3 mos
CUNA Brokerage Services, INC.Broker
October 2015 - February 2022 · 6 yrs 4 mos
M Holdings Securities, INC.
September 2009 - July 2015 · 5 yrs 10 mos
M Holdings Securities, INC.Broker
September 2009 - July 2015 · 5 yrs 10 mos
Esi Financial Advisors
August 2005 - July 2009 · 3 yrs 11 mos
Equity Services, INC.Broker
August 2005 - July 2009 · 3 yrs 11 mos
Sentinel Financial Services CompanyBroker
March 2001 - July 2005 · 4 yrs 4 mos
Equity Services, INC.Broker
February 2000 - November 2001 · 1 yr 9 mos
Sentinel Financial Services CompanyBroker
June 1999 - February 2000 · 8 mos
State Registrations9 states
ARCADEFLHIINNCTXVT
AdvisorBrokerBoth

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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