Brian Adamek is a CFP-designated registered investment advisor at E-Wealth Partners, based in Minnetonka, MN, 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 143 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
E-Wealth Partners manages investment portfolios for an annual fee that can be up to 2% of the value of your investments. This fee is negotiable and paid quarterly in advance. The fee is calculated based on the value of your account at the end of each quarter. If you end your relationship with E-Wealth, you'll receive a refund for any unearned portion of the fee.
Location
12301 Whitewater Dr., Suite 40, Minnetonka, MN, 55343
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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 sells fixed life, health, disability, annuities, and long-term care insurance products with various companies. He also dedicates about 10-20% of his time to tax and accounting services, and is involved in several financial services and advisory businesses, including E-Wealth Partners and SBI Financial Services.
Employment History
Current Registrations
E-Wealth Partners
Previous Registrations
Cetera Investment Advisers LLC
Advisornet Wealth Partners
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
State Registrations1 state
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