Mary Bierds is a CFP-designated registered investment advisor at Brighton Jones LLC, based in Dallas, TX, with 2 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 3,661 clients with $19B 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 | 1.25% |
Annual fees generally range between 0.35% and 1.25% depending on the program, account size, complexity, and negotiations. A separate OpenPlan program charges between 0.50% and 0.95%.
Fee Estimator
Location
8150 N. Central Expressway, Suite 875, Dallas, TX, 75206
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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 →Other Business Activities
Mary is a managing member of Bierds Publishing, LLC, a self-publishing company, and Bierds Property Management LLC, a property management company for a condo. She spends minimal time on each of these passive businesses.
Employment History
Current Registrations
Brighton Jones LLC
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
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