Breanna Stott is a CFP-designated registered investment advisor at Finwell, INC., based in Nashville, TN, with 17 years of industry experience. Breanna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 131 clients with $73M 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 - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.25% |
| $20M+ | 0.25% |
Fees may be negotiated based on relationship type, group rates, and market conditions. Minimum AUM fee of $3,125 for accounts under $250,000. Minimum financial planning fee of $1,999 for accounts between $250,001 and $1,000,000.
Fee Estimator
Location
209 Manchester Avenue, Nashville, TN, 37206
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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
Breanna manages Mischief LLC, a venture fund planning to invest in female-founded or focused start-ups. She spends minimal time on this entity, primarily managing the LLC, raising capital, and deploying capital.
Employment History
Current Registrations
Finwell, INC.
Previous Registrations
Finwell, INC.
First Citizens Investor Services, INC.
First Citizens Investor Services, INC.Broker
Finwell, INC.
Unionbanc Investment Services, LLC
Unionbanc Investment Services, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations4 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.