Brian Weatherly is a CFP-designated registered investment advisor at Quotient Wealth Partners, LLC, based in Irving, TX, with 13 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 6 more. Their firm serves 2,251 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable based on factors such as account size, anticipated future assets, and composition.
Fee Estimator
Location
225 W Las Colinas Blvd., Ste. 1650e, Irving, TX, 75093
Get directionsHistory
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
Quotient Wealth Partners, LLC
Previous Registrations
Goldman Sachs & CO. LLCBroker
Mercer Allied Company, L.P.Broker
Cetera Advisor Networks LLCBroker
Goldman Sachs Personal Financial Management
Fsc Securities CorporationBroker
Valkyrie Equities CorporationBroker
Highland Capital Funds Distributor, INC.Broker
Nexbank Securities INCBroker
Realty Capital Securities, LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
Wfg Investments, INC.Broker
Wfg Advisors, LP
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
More Advisors
- Angel Ramos, ChFCState Farm Investment Management CORP.
- Kameren Nelson, ChFCState Farm Investment Management CORP.
- Todd Mcdonald, CFAUnited Capital Financial Advisors
- Taylor Steele, CFPRaymond James Financial Services Advisors, INC
- Mason Emmel, CFPRaymond James Financial Services Advisors, INC
- Campbell Warren, CFPMariner