Bryan Dearden is a registered investment advisor at Cs Planning CORP, based in Carpinteria, CA, with 22 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,819 clients with $1.3B 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 $1.5M | 1.50% |
| $1.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees negotiable above $10,000,000. Minimum fee: $15,000.00
Fee Estimator
Location
6187 Carpinteria Avenue, Carpinteria, CA, 93013
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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 ActivitiesSells Insurance
Bryan is involved in several business activities, including investments and insurance sales through Financial Alternatives LLC, financial advisory and investments through PlanMember Securities Corporation, and insurance sales as a self-employed agent. He also manages financial records for DEBRTO, LLC and is a partner/owner of an office building through Northpoint Ventures.
Employment History
Current Registrations
Cs Planning CORP
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Ing Financial Advisers, LLCBroker
Ing Financial Partners, INC.Broker
State Registrations9 states
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