Brian Bewley
Brian Bewley is a registered investment advisor at Aligned Wealth Solutions, LLC, based in Raleigh, NC, 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 Financial Planning & Coaching.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Treasury management fees are 0.25% annually, paid monthly in arrears. Fees may be negotiable.
Fee Estimator
Location
Raleigh, NC
Get directionsHistory
Regulatory History (1)
Financial
June 2017Other Business ActivitiesSells Insurance
Brian is an independent insurance agent selling life insurance, disability insurance, and annuities, dedicating a few hours per week. He is also the president of Naitech (financial reporting, IT consulting and sales), CTO of Barastone, and owner of HEOF Manager, LLC, dedicating about 10-20% of his time to each.
Employment History
Current Registrations
Aligned Wealth Solutions, LLC
Previous Registrations
Virtue Capital Management, LLC
Retirement Wealth Advisors, INC.
Horter Investment Management, LLC
Legacy Wealth Management, LLC
Conover Capital Management
Optimal Capital Advisors, LLC
Generational Wealth Advisors, LLC
Fortiphi, LLC
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.