Brian Brunner is a CFP-designated registered investment advisor at Waverly Advisors, LLC, based in Zionsville, IN, with 22 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 13 more. Their firm serves 13,689 clients with $30B 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% |
Fees range from 0.25% to 1.50% annually, applied as a flat or declining marginal rate. Certain equity and options strategies carry an additional 0.25% annual fee. Fees are negotiable.
Fee Estimator
Location
56 N Main Street, Zionsville, IN, 46077
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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
Waverly Advisors, LLC
Previous Registrations
Centerpoint Wealth Management, LLC
Center Point Consulting, LLC
Center Point Consulting, LLC
State Registrations2 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.
Exams
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