Brett Power
Brett Power is a CFA, CFP-designated registered investment advisor at Power Wealth Management, based in Alpharetta, GA, with 17 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 222 clients with $380M 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 | 0.90% |
Fees are negotiable and may range up to 0.90% annually based on various factors.
Fee Estimator
Location
2400 Lakeview Pkwy, Suite 675, Alpharetta, GA, 30009
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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 ActivitiesSells Insurance
Brett is the 100% owner of Powerful Ventures, LLC, which in turn owns 50% of Power Protection Strategies, LLC, a licensed insurance agency. Brett is also an independently licensed insurance agent and spends about 10% of his time on these activities.
Employment History
Current Registrations
Power Wealth Management
Previous Registrations
The Money Advisor Group, LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Suntrust Investment Services, INC.Broker
TD Ameritrade, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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.