BH
BH

Brenton Harris

23 Years of Experience
Los Angeles, CA
Broker

Brenton Harris is a registered investment advisor at Schwab Wealth Advisory, INC., based in Los Angeles, CA, with 23 years of industry experience. Brenton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.

Compensation
N/A
Firm Size
1462 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$500K
Planning is included in investment management

SWAI does not directly charge clients for investment advice. Schwab pays SWAI a fee for the investment advice provided to SWA Accounts. SWAI Representatives provide periodic recommendations to clients about how to allocate assets and which securities to buy, sell and hold in a SWA account.

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Location

2029 Century Park East, Suite 940, Los Angeles, CA, 90067

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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
Schwab Wealth Advisory, INC.
January 2012 - Present · 14 yrs 4 mos
Charles Schwab & CO., INC.Broker
October 2007 - Present · 18 yrs 7 mos
Previous Registrations
Charles Schwab & CO., INC.
January 2025 - July 2025 · 6 mos
Charles Schwab & CO., INC.
October 2007 - December 2011 · 4 yrs 2 mos
Vanguard Marketing CorporationBroker
November 2005 - July 2006 · 8 mos
Chinook Capital Management LLC
July 2005 - September 2005 · 2 mos
Charles Schwab & CO., INC.
February 2004 - June 2005 · 1 yr 4 mos
Charles Schwab & CO., INC.Broker
March 2001 - June 2005 · 4 yrs 3 mos
State Registrations27 states
AKAZCACOCTFLGAIDILKSLAMAMTNCNJNMNVNYOHORPATNTXUTVAWAWI
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.
Brenton Harris - Financial Advisor | TrueAdvisor