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ChFC

Brandon Green

Gradient Wealth Management
17 Years of Experience
Katy, TX
BrokerSells Insurance
View SEC Summary
View SEC Summary

Brandon Green is a ChFC-designated registered investment advisor at Gradient Wealth Management, based in Katy, TX, with 17 years of industry experience. Brandon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 3 more. Their firm serves 4,553 clients with $610M in assets under management.

Gradient Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
98 advisors
Number of Clients
4,553 clients
Average Client Portfolio
$134K average
Assets Under Management
$607.9M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is up to 2.00% of assets under management. Fees are negotiable and may vary based on the money manager selected and account size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Katy, TX

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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.

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Other Business ActivitiesSells Insurance

Brandon owns Third Rail Financial, LLC, where he sells insurance and fixed annuity products full-time. He also participates in committee work for the National Association of Insurance and Financial Advisors and the Million Dollar Round Table, and volunteers for the Houston Livestock Show & Rodeo.

Employment History
Current Registrations
Gradient Wealth Management
August 2016 - Present · 10 yrs 2 mos
Gradient Securities, LLCBroker
July 2016 - Present · 10 yrs 3 mos
Previous Registrations
Allstate Financial Services, LLCBroker
February 2009 - July 2016 · 7 yrs 5 mos
State Registrations2 states
CATX
AdvisorBrokerBoth

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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