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Brian Ripley

Confluence Financial Partners
22 Years of Experience
Mcmurray, PA
View SEC Summary
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Brian Ripley is a registered investment advisor at Confluence Financial Partners, based in Mcmurray, PA, 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 Business Owners, Corporate Executives, Education Planning, Estate Planning, and 4 more. Their firm serves 5,228 clients with $7.8B in assets under management.

Confluence Financial Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
5,228 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$7.8B

Fee Structure

Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Separately managed accounts charge up to 1.50% annually. Compass services charge 1.00% annually. Additional management fees apply for managed stock portfolios (0.25%), third-party managers (up to 0.70%), and sub-advisors (up to 0.85%). Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

732 E Mcmurray Rd, Mcmurray, PA, 15317

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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
Confluence Financial Partners
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
Oppenheimer & CO. INC.
January 2015 - August 2021 · 6 yrs 7 mos
Oppenheimer & CO. INC.Broker
January 2015 - August 2021 · 6 yrs 7 mos
The Huntington Investment Company
December 2011 - April 2013 · 1 yr 4 mos
The Huntington Investment CompanyBroker
December 2011 - April 2013 · 1 yr 4 mos
The Huntington Investment Company
November 2007 - January 2011 · 3 yrs 2 mos
The Huntington Investment CompanyBroker
November 2007 - January 2011 · 3 yrs 2 mos
Walnut Street Securities, INC.
July 2007 - October 2007 · 3 mos
Walnut Street Securities, INC.Broker
June 2006 - October 2007 · 1 yr 4 mos
Merrill Lynch Pierce Fenner & Smith INC.
February 2004 - June 2006 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2004 - June 2006 · 2 yrs 4 mos
Morgan Stanley Dw INC.Broker
November 2001 - February 2004 · 2 yrs 3 mos
Charles Schwab & CO., INC.Broker
March 2001 - July 2001 · 4 mos
State Registrations1 state
PA
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.
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