Brandon Fresard is a registered investment advisor at Advisor Resource Council, based in Southlake, TX, with 18 years of industry experience. Brandon 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 5 more. Their firm serves 11,836 clients with $3.5B 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% |
Maximum annual fee shown for the wrap fee program is 2.50%, and traditional asset management is 2.25%. Flat annual fee schedules are also available.
Fee Estimator
Location
700 N Carroll, Ste. 120, Southlake, TX, 76092
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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
Brandon operates Foundation Wealth Partners as a DBA for his LPL business, dedicating nearly all his time to it. He also provides investment advisory services through Advisor Resource Council, spending about three-quarters of his time on this activity.
Employment History
Current Registrations
Advisor Resource Council
Previous Registrations
LPL Financial LLCBroker
USAA Investment Management Company
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
MML Investors Services, LLCBroker
MML Investors Services, LLC
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
TD Ameritrade, INC.Broker
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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