Brian Dunckley
Brian Dunckley is a CFP-designated registered investment advisor at Plum Pointe Wealth Management, based in Providence, RI, with 12 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 543 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.50% |
| $3.0M - $5.0M | 0.25% |
| $5.0M - $15.0M | 0.20% |
| $15M+ | 0.15% |
Fees are negotiable.
Fee Estimator
Location
225 Dyer Street, Fl 2, Providence, RI, 02903
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2025Other Business ActivitiesSells Insurance
Brian is the President and Managing Member of Plum Pointe Advisors, LLC, an insurance agency. He is also a Managing Member of Saunderstown Partners, LLC, an exempt reporting adviser.
Employment History
Current Registrations
Plum Pointe Wealth Management
Previous Registrations
Plum Pointe Wealth Management, LTD
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley
State Registrations2 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.