Michael Brewer is a CFA-designated registered investment advisor at Wealthplan Investment Management LLC, based in Austin, TX, with 11 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 2,145 clients with $2.2B 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 | 2.00% |
The maximum combined annual management fee and annual strategy fee will not exceed 2.00% of assets under management. Fees are negotiable based on account size, complexity, and services provided.
Fee Estimator
Location
Austin, TX
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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
Michael is the president and owner of Adviser Growth Experts, a business consulting firm that helps financial advisors with firm acquisition, expansion, and sales. He dedicates about 10-20% of his time to this activity.
Employment History
Current Registrations
Wealthplan Investment Management LLC
Previous Registrations
Wealthsource®
Surepath Wealth Management
Pennington Financial Group
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.
Exams
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