BR
CFA · CFP · ChFC
BR
CFA · CFP · ChFC

Brad Reichert

16 Years of Experience
Chandler, AZ

Brad Reichert is a CFA, CFP, ChFC-designated registered investment advisor at Farther, based in Chandler, AZ, with 16 years of industry experience. Brad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,142 clients with $7.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
273 advisors
Number of Clients
8,142 clients
Average Client Portfolio
$924K average
Assets Under Management
$7.5B

Fee Structure

Investment management only (planning not offered)

Farther Finance Advisors offers investment management services through a wrap program. The annual fee covers investment advice, trade execution, custody, reporting, and account maintenance. The fee is negotiable up to 2% of the assets they manage, depending on the complexity of the account and the investments used.

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Location

Chandler, AZ

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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
Farther
June 2025 - Present · 11 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
October 2023 - March 2025 · 1 yr 5 mos
Origin Financial
May 2022 - May 2023 · 1 yr
Reichert Asset Management, LLC
May 2021 - November 2023 · 2 yrs 6 mos
Ae Wealth Management, LLC
January 2020 - July 2021 · 1 yr 6 mos
MML Investors Services, LLCBroker
November 2018 - April 2019 · 5 mos
MML Investors Services, LLC
September 2018 - April 2019 · 7 mos
Keatsconnelly
February 2015 - November 2017 · 2 yrs 9 mos
Keatsconnelly
November 2013 - February 2015 · 1 yr 3 mos
MML Investors Services, LLC
April 2011 - June 2011 · 2 mos
MML Investors Services, LLCBroker
April 2011 - June 2011 · 2 mos
Proequities, INC.Broker
October 2010 - February 2011 · 4 mos
Charles Schwab & CO., INC.
October 2006 - April 2009 · 2 yrs 6 mos
Charles Schwab & CO., INC.Broker
October 2006 - April 2009 · 2 yrs 6 mos
USAA Financial Planning Services
December 2005 - August 2006 · 8 mos
USAA Financial Advisors, INC.Broker
December 2005 - August 2006 · 8 mos
American Financial Securities, INC.Broker
January 2005 - March 2005 · 2 mos
H&r Block Financial Advisors, INC.Broker
July 2001 - January 2003 · 1 yr 6 mos
Morgan Stanley Dw INC.Broker
May 2000 - April 2001 · 11 mos
State Registrations1 state
AZ
Advisor

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.
Brad Reichert - Financial Advisor | TrueAdvisor