Brenton Anderson is a registered investment advisor at Independent Wealth, LLC, based in Miami, FL, with 7 years of industry experience. Brenton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Independent Wealth offers three membership plans for ongoing support after the initial onboarding:
- Annual: $697 per year, includes client portal and annual review & rebalancing.
- Quarterly: $397 per quarter, includes client portal, annual review & rebalancing, quarterly meetings, and cash flow management.
- Monthly: $297 per month, includes client portal, annual review & rebalancing, monthly meetings, cash flow management, budgeting, and up to 1 additional hour of consulting per month.
- Onboarding (Phase 1): $12,000, includes client profile, discovery appointment, strategic investment plan, strategy appointment, cash flow analysis, asset allocation, implementation plan, implementation appointment, and follow-up appointment.
- Additional Appointments: $500 per hour.
Location
66 West Flagler Street, Suite 900 - #6958, Miami, FL, 33130
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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.
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Brenton is the owner of Next One Percent, LLC, a publisher of online investing courses and blog content, since 2019. He dedicates part-time hours to blogging and teaching.
Employment History
Current Registrations
Independent Wealth, LLC
Previous Registrations
Investly Advisors
State Registrations2 states
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