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Brian Guyette

22 Years of Experience
Medford, OR
BrokerSells Insurance

Brian Guyette is a registered investment advisor at VALIC Financial Advisors, INC., based in Medford, OR, 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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1277 advisors
IM Fee
Planning only
Assets Under Management
$26.4B

Fee Structure

  • Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
  • Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
  • The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
One-Time Plan:Up to $5,000
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Location

Medford, OR

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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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Other Business ActivitiesSells Insurance

Brian is an agent selling non-securities insurance products and co-owns Guyette Properties LLC, which develops residential properties. He also co-owns Choo Choo Channel LLC, an entertainment company with a YouTube channel, board games, and an Etsy store.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
January 2022 - Present · 4 yrs 4 mos
VALIC Financial Advisors, INC.
July 2003 - Present · 22 yrs 10 mos
VALIC Financial Advisors, INC.Broker
July 2003 - Present · 22 yrs 10 mos
State Registrations7 states
AZCAHIMTORUTWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Brian Guyette - Financial Advisor | TrueAdvisor