Brian Remson is a CFP-designated registered investment advisor at Cx Institutional, LLC, based in Woodland, TX, with 14 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 5 more. Their firm serves 4,560 clients with $4.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Program fees consist of an investment advisory fee and strategy fee, up to a maximum of 2.0% annually, and are negotiable.
Fee Estimator
Contact
Brian Remson
Location
15150 Badger Ranch Blvd., Suite 203, Woodland, TX, 76712
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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 →Employment History
Current Registrations
Cx Institutional, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
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
Additional Information
Brian is honored to be a part of Credent Wealth Management’s Advanced Planning Team. The team’s primary mission revolves around ensuring that every client at the firm not only receives an exceptional planning experience but also one that consistently surpasses their expectations.