Brent Dellinger
Brent Dellinger is a registered investment advisor at Osaic Wealth, INC., based in Newport Beach, CA, with 5 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
4340 Von Karman, Suite 270, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History (2)
Judgment / Lien
November 2018Financial
May 2017Other Business Activities
Brent provides tax preparation services since 2018, dedicating about a quarter of his time. He also works as a part-time substitute teacher since March 2024, which also takes about a quarter of his time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
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.