Brett Nelson is a CFP-designated registered investment advisor at Mariner Independent, based in Warrenton, VA, with 19 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 4,307 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Advisory fees range up to 2.50% per annum depending on the services provided and other considerations. Fees are negotiable.
Fee Estimator
Location
Warrenton, VA
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Brett is a life and annuity insurance producer. He is also the Managing Member of Nelson Wealth Management, LLC, created to receive 1099 income from Mariner Platform Solutions, dedicating minimal time to this activity.
Employment History
Current Registrations
Mariner Independent
Previous Registrations
Adviceperiod, LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Edward JonesBroker
State Registrations1 state
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
More Advisors
- Jessica Ashby, CFPEdward Jones
- Kevin Handford, CFP, ChFCCommonwealth Financial Network
- Nicholas Sicina, CFPWells Fargo Advisors
- Sarah Irving, CFPMeridian Financial Partners LLC
- Patrick Heijmen, CFPWells Fargo Advisors
- Thomas Spavone, CFPApella Wealth