Brendan Pheasant is a CFP, ChFC-designated registered investment advisor at Tuyyo Planning Group, based in Austin, TX, with 17 years of industry experience. Brendan 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, Insurance Planning, and 4 more. Their firm serves 36 clients with $11M 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 $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.00% |
Asset management fee is waived for clients in the wealth accumulation phase of life if you engage our Comprehensive Financial Planning and Consulting services. Fees are negotiable for assets over $5,000,001.
Fee Estimator
Location
Austin, TX
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 →Employment History
Current Registrations
Tuyyo Planning Group
Previous Registrations
Kahler Financial Group, INC.
Securian Financial Services, INC.Broker
Securian Financial Services, INC.
Cri Securities, LLC
Cri Securities, LLCBroker
Mwa Financial Services, INC.
Mwa Financial Services INC.Broker
Allegiant Securities L.L.C.Broker
Veritrust Financial, LLCBroker
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.