Brian Pilon is a registered investment advisor at Exodus Wealth, LLC, based in Pipersville, PA, with 49 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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 2,249 clients with $480M 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 $500K | 2.00% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.35% |
| $1M+ | 1.20% |
Fees are negotiable.
Fee Estimator
Location
7137 Old Easton Rd, Suite 105, Pipersville, PA, 18947
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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 Activities
Brian is the President and Manager of FFMS, Inc., operating as a DBA for FFSI OSJ business, dedicating nearly full-time hours. He also works as a regional wholesaler for Beacon Capital Management through DBA First Avenue, Inc., spending a few hours per week, and is an IAR with Prosperity Wealth Management.
Employment History
Current Registrations
Exodus Wealth, LLC
Fortune Financial Services, INC.Broker
Previous Registrations
Prosperity Wealth Management, INC.
Lincoln Financial Distributors, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Pioneer Funds Distributor, INC.Broker
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Multivest INCBroker
William Jennings & CO., INC.Broker
State Registrations20 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 Leshner, ChFCLPL Financial LLC