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Brian Tirri

Greycliff Wealth Management, LLC
15 Years of Experience
Jupiter, FL
2 Disclosures
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Brian Tirri is a registered investment advisor at Greycliff Wealth Management, LLC, based in Jupiter, FL, with 15 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 146 clients with $84M in assets under management.

Greycliff Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
146 clients
Average Client Portfolio
$574K average
Assets Under Management
$83.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $3.0M1.75%
$3.0M - $5.0M1.50%
$5M+1.00%

Fees are negotiable and may be higher or lower based on account size, asset complexity, and other unique factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Jupiter, FL

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2024
Settled
Customer Dispute
June 2016
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Greycliff Wealth Management, LLC
May 2026 - Present · 5 mos
Previous Registrations
Greycliff Wealth Management, LLC
June 2022 - December 2025 · 3 yrs 6 mos
Bcg Securities, INC.
June 2016 - July 2020 · 4 yrs 1 mo
Bcg Securities, INC.Broker
June 2016 - July 2020 · 4 yrs 1 mo
Metlife Securities, INCBroker
September 2012 - June 2016 · 3 yrs 9 mos
AXA Advisors, LLC
January 2009 - October 2012 · 3 yrs 9 mos
AXA Advisors, LLCBroker
September 2008 - October 2012 · 4 yrs 1 mo
State Registrations1 state
FL
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.
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