Stephen Brickley
Stephen Brickley is a registered investment advisor at Brickley Wealth Management, based in San Mateo, CA, with 26 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 194 clients with $820M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The maximum annual fee charged for Comprehensive Portfolio Management services will not exceed 1.00%. Fees are negotiable.
Fee Estimator
Location
161 W 25th Avenue, Suite 204, San Mateo, CA, 94403-2266
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
Stephen is a CPA/bookkeeper/tax preparer operating out of Brickley & Company CPA Inc. He is also a licensed insurance agent selling variable, life, and accident & health insurance.
Employment History
Current Registrations
Brickley Wealth Management
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations2 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.