Brenton Stransky
Brenton Stransky is a CFP-designated registered investment advisor at Independence Square Holdings, LLC, based in Carlsbad, CA, with 21 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,648 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Independence Square Advisors charges a fee based on the value of your investments. The exact percentage depends on the specific agreement you make with them, up to a maximum of 2.50% per year. This fee covers the management of your investment portfolio. The fee is calculated based on the value of your account on the last business day of the prior billing period. Fees are generally negotiable.
Location
2173 Salk Avenue, Suite 250, Carlsbad, CA, 92008
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2021Other Business Activities
Brenton is involved in several business activities, including Brenton Stransky Wealth Management and Independence Square Advisors/Holdings, LLC, primarily for investment and tax purposes, dedicating full-time hours to securities trading. He also spends a few hours per week as an author.
Employment History
Current Registrations
Independence Square Holdings, LLC
LPL Financial LLCBroker
Previous Registrations
Independence Square Holdings, LLC
Private Advisor Group, LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
PNC Investments
PNC InvestmentsBroker
Ameriprise Financial Services, INC.
Ids Life Insurance CompanyBroker
Ameriprise Financial Services, INC.Broker
State Registrations14 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.