Brian Much
Brian Much is a PFS-designated registered investment advisor at Stonehaven Wealth & Tax Solutions, based in Appleton, WI, with 18 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 310 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.70% |
| $500K - $2.0M | 0.90% |
| $2M+ | 0.60% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
540 South Westland Drive, Appleton, WI, 54914
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
Brian is a licensed insurance agent involved in insurance sales and implementation of insurance recommendations, dedicating about 10% of his time. He is also the CEO of Stonehaven Financial Services, LLC (tax and accounting services) and Stonehaven Real Estate, LLC (commercial property management), spending about 10% and minimal time respectively.
Employment History
Current Registrations
Stonehaven Wealth & Tax Solutions
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Mutual Service Corporation
Mutual Service CorporationBroker
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.