Brian Neff
Brian Neff is a registered investment advisor at Fiduciary Wealth Management, LLC., based in Little Elm, TX, with 13 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 62 clients with $5.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fiduciary Wealth Management (FWM) does not directly manage your investments. Instead, FWM refers you to third-party money managers. You'll pay an annual advisory fee as set forth in the investment advisory agreement for the third-party advisor. The fee paid to FWM is negotiated with the client and generally ranges from 1.00% to 2.0%.
Location
Little Elm, TX
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2006Other Business ActivitiesSells Insurance
Brian is the president of The Insurance Suite, LLC, a full-service insurance brokerage, which he started in 2006 with his spouse. He dedicates a few hours per week to this business, actively writing new life, health, auto, home, and fixed retirement plans.
Employment History
Current Registrations
Fiduciary Wealth Management, LLC.
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.