BM
CFP
BM
CFP
Brian Mcguire is a CFP-designated registered investment advisor at Mariner Wealth, based in Bethesda, MD, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
912 advisors
Number of Clients
44,528 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$98.6B
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
6701 Democracy Blvd, Suite 300, Bethesda, MD, 20817
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2009Denied
Employment History
Current Registrations
Mariner Wealth
March 2023 - Present · 3 yrs 4 mos
Previous Registrations
Financial Engines Advisors L.L.C.
November 2018 - April 2023 · 4 yrs 5 mos
Ef Legacy Securities, LLCBroker
April 2016 - October 2018 · 2 yrs 6 mos
Edelman Financial Services, LLC
May 2014 - November 2018 · 4 yrs 6 mos
Sanders Morris Harris LLCBroker
May 2014 - April 2016 · 1 yr 11 mos
USAA Financial Planning Services
May 2011 - April 2014 · 2 yrs 11 mos
USAA Financial Advisors, INC.Broker
May 2011 - April 2014 · 2 yrs 11 mos
NFP Securities, INC.
February 2006 - April 2011 · 5 yrs 2 mos
NFP Advisor ServicesBroker
February 2006 - April 2011 · 5 yrs 2 mos
Merrill Lynch Pierce Fenner & Smith INC.
March 2005 - December 2005 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2005 - December 2005 · 10 mos
State Registrations3 states
MDTXVA
Advisor
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.