Brandy Branstetter is a CFP-designated registered investment advisor at Beyond Wealth, based in Overland Park, KS, with 14 years of industry experience. Brandy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 147 clients with $120M 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 $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees may be negotiable in certain cases. There is also a $3,500 engagement fee and a $4,000 minimum annual fee.
Fee Estimator
Location
11225 College Blvd, Suite 115, Overland Park, KS, 66210
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Beyond Wealth
Previous Registrations
Midwest Financial Group LLC
Vsr Advisory Services
Client One Securities LLC
State Registrations4 states
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