Brian Mckibban
Brian Mckibban is a CFP-designated registered investment advisor at Cliftonlarsonallen Wealth Advisors, LLC, based in West Des Moines, IA, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 7,010 clients with $13B 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 $2.0M | 1.10% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees charged quarterly in advance. Separate fees may be charged for financial planning update services, as well as other services. Fees may be individually negotiated.
Fee Estimator
Location
5550 Wild Rose Lane, Suite 300, West Des Moines, IA, 50266
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 Activities
Brian is a Principal of the public accounting firm, CliftonLarsonAllen LLP.
Employment History
Current Registrations
Cliftonlarsonallen Wealth Advisors, LLC
Cliftonlarsonallen Wealth Advisors, LLCBroker
Cliftonlarsonallen Wealth Advisors, LLC
Previous Registrations
Sherpa Investment Management
State Registrations8 states
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