TrueAdvisor
TrueAdvisor
BS
CFP · ChFC
BS
CFP · ChFC

Brian Samec

Great Valley Advisor Group, LLC
26 Years of Experience
Woodbury, MN
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Brian Samec is a CFP, ChFC-designated registered investment advisor at Great Valley Advisor Group, LLC, based in Woodbury, MN, with 26 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 37,014 clients with $11B in assets under management.

Great Valley Advisor Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
189 advisors
Number of Clients
37,014 clients
Average Client Portfolio
$286K average
Assets Under Management
$10.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.05%
$1.0M - $3.0M0.85%
$3M+0.85%

Fees for assets over $3,000,000 are negotiable. All tiers and fees are subject to negotiation at the firm's discretion.

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

Location

652 Bielenberg Dr. Ste. 201, Woodbury, MN, 55125

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2020
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Brian operates Jupiter Wealth Planning as a DBA for his LPL business and also sells non-variable insurance. He also provides investment advisory services through Great Valley Advisor Group Inc., dedicating nearly full-time hours to these activities.

Employment History
Current Registrations
Great Valley Advisor Group, LLC
September 2023 - Present · 3 yrs 1 mo
LPL Financial LLCBroker
September 2023 - Present · 3 yrs 1 mo
Previous Registrations
Northwestern Mutual Investment Services,llc
February 2014 - September 2023 · 9 yrs 7 mos
Robert W. Baird & CO. IncorporatedBroker
January 2001 - January 2002 · 1 yr
Northwestern Mutual Investment Services, LLCBroker
September 2000 - September 2023 · 23 yrs
State Registrations18 states
AZCACODCFLGAIDMAMEMNNCOHORTNTXUTWAWI
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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