BH
BH

Bryan Hickel

17 Years of Experience
Edwards, CO
May Earn Commission

Bryan Hickel is a registered investment advisor at Commonwealth Financial Network, based in Edwards, CO, with 17 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3079 advisors
Number of Clients
399,450 clients
Average Client Portfolio
$525K average
Assets Under Management
$209.7B

Fee Structure

Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.

Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.

Loading...

Location

Edwards, CO

Get directions

History

Regulatory History
Clean regulatory record

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
Commonwealth Financial Network
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Commonwealth Financial NetworkBroker
July 2024 - June 2025 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2020 - July 2024 · 3 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2020 - July 2024 · 3 yrs 11 mos
Castle Pines Investment Management LLC
August 2013 - September 2020 · 7 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2010 - July 2013 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2010 - July 2013 · 3 yrs 1 mo
Wells Fargo Investments, LLC
July 2008 - February 2010 · 1 yr 7 mos
Wells Fargo Investments, LLCBroker
July 2008 - February 2010 · 1 yr 7 mos
State Registrations1 state
CO
Advisor

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
No exam information available for this advisor.
Bryan Hickel - Financial Advisor | TrueAdvisor