Brian Hoguet
Brian Hoguet is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Medford, NJ, 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 Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
150 Himmelein Road, Ste 9, Medford, NJ, 08055
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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
Brian is a registered representative with Osaic Wealth, Inc. and an investment advisor representative and financial planner with MFG Investments, LLC, dedicating about half of his time to the latter. Brian also works as an insurance agent, providing insurance coverage for clients, spending a few hours per week on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Mfg Investments, LLC
Previous Registrations
Securities America, INC.Broker
Securities Service Network, LLCBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Securities Service Network, INC.Broker
State Registrations15 states
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.