Brian Ismert is a CFP-designated registered investment advisor at Equity Wealth Partners, LLC, based in Topeka, KS, with 25 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 939 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Wealth management fees generally range from 0.35% to 1.50% annually depending on complexity and total assets. Fees are negotiable at the firm's discretion. Households with less than $60,000 in assets are subject to a minimum annual fee of $480.
Fee Estimator
Location
3635 SW Fairlawn Rd., Ste. 3, Topeka, KS, 66614
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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 →Employment History
Current Registrations
Equity Wealth Partners, LLC
Previous Registrations
Northwestern Mutual Investment Services,llc
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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
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