Brian Atchley is a registered investment advisor at Convergence Financial, based in Forsyth, MO, with 20 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 2,714 clients with $900M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Convergence Financial charges an annual fee based on a percentage of the value of your investments. This fee covers ongoing analysis, consultations, portfolio construction, trading, rebalancing, account monitoring, market updates, and other communications. The fee is negotiable and typically does not exceed 1.5% annually. Some accounts may have additional platform fees.
Location
15920B Us Hwy 160, Forsyth, MO, 65653
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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.
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Brian is involved with Aztec Wonder Soil Amendments, Tri Lakes Accounting, and Tri Lakes Orchards. He dedicates minimal time to Aztec Wonder Soil Amendments and Tri Lakes Accounting, and about two-thirds of his time to Tri Lakes Orchards.
Employment History
Current Registrations
Convergence Financial
Previous Registrations
Tri-Lakes Financial Services, L.L.C.
Tri-Lakes Financial Services, L.L.C.
Raymond James Financial Services
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.