Brian Fitting
Brian Fitting is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Mogadore, OH, with 16 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B 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 | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
3808 Mogadore Road, Mogadore, OH, 44260
Get directionsHistory
Regulatory History (2)
Criminal
July 1999Criminal
May 1999Other Business ActivitiesSells Insurance
Brian is an advisory representative of a Registered Investment Advisor (RIA), spending a few hours per week. He is also a partner at Fitting Tax & Financial, where he works as an independent insurance agent for various companies and provides tax preparation/accounting services, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations3 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.
Exams
More Advisors
- Larry Fitting, CFPCambridge Investment Research Advisors, INC.