Brian Rellihan is a CFP-designated registered investment advisor at Wise Wealth Partners, LLC, based in Phoenix, AZ, with 22 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 129 clients with $150M 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 | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.70% |
| $4.0M - $6.0M | 0.55% |
| $6.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Location
2375 E. Camelback, Ste. 600, Phoenix, AZ, 85016
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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 an owner/enrolled agent at Wise Tax Partners, a tax preparer at JJ Swart, and an owner managing rental homes. He also works as an adjunct professor of finance at Grand Canyon University, dedicating minimal time to this role.
Employment History
Current Registrations
Wise Wealth Partners, LLC
Previous Registrations
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Nationwide Investment Services CorporationBroker
Galloway Asset Management LLC
Cambridge Investment Research, INC.Broker
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Financial Engines Advisors LLC
Ameritas Investment CORP.Broker
1st Global Capital CORP.Broker
H&r Block Financial Advisors, INC.Broker
Brookstreet Securities CorporationBroker
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.