Brandon Rivera
Brandon Rivera is a registered investment advisor at Unity Wealth Partners, based in Orange, CA, with 13 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 20 clients with $6.5M 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% |
The advisory fee is a flat fee of up to 2.00% on all assets under management. The advisory fee may be reduced or waived at the discretion of UWP.
Fee Estimator
Location
4050 W. Metropolitan Dr., Suite 150, Orange, CA, 92868
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2016Other Business ActivitiesSells Insurance
Brandon is the founder and financial planner for Nurture Financial Planning, spending about 10% of his time on marketing and branding. He also dedicates about 20% of his time each to Unity Capital Partners, his own insurance business, and Personal Insurance Center, and about half his time to Unity Wealth Partners as a managing member and investment advisor representative.
Employment History
Current Registrations
Unity Wealth Partners
Previous Registrations
Dfpg Investments, LLCBroker
Fit Strategic Advisors LLC
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
Regal Investment Advisors LLC
Regulus Advisors, LLCBroker
Bright Owl Investment Advisors
Centaurus Financial, INC.
Centaurus Financial, 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.