Brian Canning is a CFP-designated registered investment advisor at Brave New Wealth, based in Westlake Village, CA, 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 Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 10 clients with $33M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.25% |
Schedule applies to legacy clients only (signed agreements before March 31, 2026). New clients pay a flat annual fee. Accounts belonging to spouses and immediate household members may be combined in applying the fee schedule. Under no circumstance will clients be charged a total management fee exceeding the industry average of 3%.
Fee Estimator
Contact
Brian Canning
Location
30700 Russell Ranch Road, Suite 250, Westlake Village, CA, 91362
Get directionsHistory
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 →Employment History
Current Registrations
Brave New Wealth
Previous Registrations
Abacus Wealth Partners
Strategic Advisers, INC.
TD Ameritrade, INC.
Amerivest Investment Management, LLC
State Registrations1 state
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