Brian Gloe is a registered investment advisor at Craft & Sage Wealth, based in Kansas City, MO, with 16 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, High Net Worth, Investment Management, and 2 more. Their firm serves 513 clients with $290M 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3M+ | 0.85% |
Fees are negotiable.
Fee Estimator
Location
2500 Summit Street, #103, Kansas City, MO, 64108
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 →Other Business ActivitiesSells Insurance
Brian owns Group Benefits, a sole proprietorship, since 2010, providing group medical and life insurance services. He dedicates about 10-20% of his time to this activity.
Employment History
Current Registrations
Craft & Sage Wealth
Previous Registrations
Premier Financial Partners, LLC
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
New England SecuritiesBroker
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.