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CFP

Brian Westcoat

Sanctuary Advisors, LLC
27 Years of Experience
Walnut Creek, CA
Broker
View SEC Summary
View SEC Summary

Brian Westcoat is a CFP-designated registered investment advisor at Sanctuary Advisors, LLC, based in Walnut Creek, CA, with 27 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 Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 19,540 clients with $35B in assets under management.

Sanctuary Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
402 advisors
Number of Clients
19,540 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$34.9B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.75%

Fees are negotiated individually with your investment advisor representative, up to a maximum annual rate of 2.75% of your total portfolio assets.

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

Location

1600 S Main Street, #120, Walnut Creek, CA, 94596

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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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Other Business Activities

Brian is the president of the 1874 Bonanza HOA, a condominium homeowner association, since January 2024. He spends minimal time running meetings and managing the budget.

Employment History
Current Registrations
Sanctuary Advisors, LLC
June 2019 - Present · 7 yrs 4 mos
Sanctuary Securities, INC.Broker
June 2019 - Present · 7 yrs 4 mos
Sanctuary Securities, INC.
June 2019 - Present · 7 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2006 - June 2019 · 13 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2006 - June 2019 · 13 yrs 2 mos
RBC Dain Rauscher INC.
April 2002 - May 2006 · 4 yrs 1 mo
RBC Dain Rauscher INC.Broker
April 2002 - May 2006 · 4 yrs 1 mo
UBS Painewebber INC.Broker
February 2001 - April 2002 · 1 yr 2 mos
Prudential Securities IncorporatedBroker
August 1999 - February 2001 · 1 yr 6 mos
State Registrations6 states
CADEILINNVWA
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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