Gary Preisser is a registered investment advisor at Stonebriar Wealth, LLC, based in Lehi, UT, with 14 years of industry experience. Gary 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, Insurance Planning, and 3 more. Their firm serves 310 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stonebriar Wealth charges an annual advisory fee based on the value of your investments, billed monthly. The fee is negotiable and will never exceed 1.5% annually. Stonebriar Wealth may recommend external managers, such as AE Wealth Management, who will deduct their fee (typically 0.40%) and remit the remaining advisory fee to Stonebriar Wealth.
Location
2600 W. Executive Parkway, Suite 360, Lehi, UT, 84043
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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
Gary is the principal of Gary Preisser, Inc., a bookkeeping business, and spends a few hours per week on it. He also works as an insurance agent selling various insurance products, dedicating about 10-20% of his time to this activity, and is a principal in a real estate development company.
Employment History
Current Registrations
Stonebriar Wealth, LLC
Previous Registrations
Kinetic Investment Management, INC.
Polley Wealth Management LLC
Ae Wealth Management, LLC
Eqis Capital Management
USA Financial Securities Corporation
USA Financial Securities CorporationBroker
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Investment Advisors International, INC.
World Group Securities, INC.Broker
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.