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Brian Dightman

23 Years of Experience
Leawood, KS

Brian Dightman is a registered investment advisor at Cetera Planning Partners, based in Leawood, KS, with 23 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,849 clients with $4.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
71 advisors
Number of Clients
4,849 clients
Average Client Portfolio
$859K average
Assets Under Management
$4.2B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.65%

Maximum advisor fee is up to 1.65%. Additional administrative, strategist, and optional service fees of up to 0.05%, 0.90%, and 0.40% respectively may apply depending on portfolio selections.

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

11460 Tomahawk Creek Pkwy, Suite 400, Leawood, KS, 66211

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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
The Retirement Planning Group, LLC
January 2024 - Present · 2 yrs 9 mos
Previous Registrations
Dightman Capital Group
December 2007 - February 2024 · 16 yrs 2 mos
RBC Dain Rauscher INC.
April 2002 - December 2007 · 5 yrs 8 mos
State Registrations3 states
KSTXWA
Advisor

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Exams
No exam information available for this advisor.
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