BF
BF

Brian Joseph Fernandez

20 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
53 advisors
Number of Clients
2,831 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$3.5B

Fee Structure

Financial Planning:Included in AUM fee
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Location

275 N. Lindbergh, Ste. 20, St. Louis, MO, 63141

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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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Employment History
Current Registrations
Krilogy
March 2025 - Present · 11 mos
Previous Registrations
Larson Financial Group, LLC
March 2024 - December 2024 · 9 mos
Matter Family Office
October 2007 - March 2024 · 16 yrs 5 mos
Moneta Group Investment Advisors, LLC
July 2004 - June 2007 · 2 yrs 11 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.