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CFP
BS
CFP

Brian Stigliano

Forvis Mazars Wealth Advisors, LLC
19 Years of Experience
Fort Washington, PA
1 Disclosure
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Brian Stigliano is a CFP-designated registered investment advisor at Forvis Mazars Wealth Advisors, LLC, based in Fort Washington, PA, with 19 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 4,584 clients with $12B in assets under management.

Forvis Mazars Wealth Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
83 advisors
Number of Clients
4,584 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$12.0B

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.75%
$10.0M - $15.0M0.60%
$15.0M - $20.0M0.50%
$20.0M - $25.0M0.45%
$25M+0.45%

Fees are negotiable for accounts over $25,000,000. Employees and partners receive discounts. Minimum annual fee is $7,500.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

501 Office Center Drive, Suite 300, Fort Washington, PA, 19034

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History

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
September 2019
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Forvis Mazars Wealth Advisors, LLC
October 2025 - Present · 1 yr
Previous Registrations
Forvis Mazars Wealth Advisors, LLC
October 2025 - October 2025 · 0 mos
Valley Wealth Managers, INC.
July 2023 - September 2025 · 2 yrs 2 mos
Valley Financial Management, INC.Broker
July 2019 - September 2025 · 6 yrs 2 mos
Valley Financial Management, INC.
July 2019 - July 2023 · 4 yrs
Advice and Planning Services
May 2014 - January 2019 · 4 yrs 8 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
May 2014 - January 2019 · 4 yrs 8 mos
Amerivest Investment Management, LLC
September 2008 - May 2014 · 5 yrs 8 mos
TD Ameritrade, INC.Broker
September 2008 - May 2014 · 5 yrs 8 mos
TD Ameritrade, INC.
September 2008 - May 2014 · 5 yrs 8 mos
Banc of America Investment Services, INC.
June 2007 - September 2008 · 1 yr 3 mos
Banc of America Investment Services, INC.Broker
June 2007 - September 2008 · 1 yr 3 mos
Computershare Securities CorporationBroker
March 2006 - September 2006 · 6 mos
AXA Advisors, LLCBroker
July 2005 - January 2006 · 6 mos
State Registrations3 states
NJNYPA
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.
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