Brent Little is a CFP, PFS-designated registered investment advisor at Theory79 Wealth Design LLC, based in Austin, TX, with 17 years of industry experience. Brent 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, Education Planning, and 8 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Management fees typically range from 0.40% to 1.00% and are negotiable based on account size, number of accounts, and services provided. An additional platform fee of 0.30% annually applies.
Fee Estimator
Location
500 W 2nd Street, Ste 1900, Austin, TX, 78701
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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
Theory79 Wealth Design LLC
Previous Registrations
Rgt Wealth Advisors
Odyssey Wealth
Cain, Watters & Associates, PC
State Registrations1 state
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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