Brandon Wood is a CFP-designated registered investment advisor at Solidity Financial LLC, based in Shoreview, MN, with 17 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 252 clients with $73M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
All fees are negotiable.
Fee Estimator
Location
520 West Highway 96, Suite 300, Shoreview, MN, 55126
Get directionsHistory
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 Activities
Brandon owns Solidity Real Estate, LLC and Solidity Tax, LLC. He spends minimal time on the real estate business and about 10-20% of his time on the tax preparation service, although he is not actively involved in tax preparation.
Employment History
Current Registrations
Solidity Financial LLC
Previous Registrations
Securus Wealth Management, LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Reserarch, INC.
State Registrations3 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.