BR
CFP
BR
CFP

Brian Reichenbach

14 Years of Experience
Franklin, TN
May Earn CommissionSells Insurance

Brian Reichenbach is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Franklin, TN, with 14 years of industry experience. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2904 advisors
Number of Clients
360,488 clients
Average Client Portfolio
$590K average
Assets Under Management
$212.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

256 Seaboard Lane, Ste H101, Franklin, TN, 37067

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Brian sells fixed insurance products and is a co-owner of Chronicle Partners, LLC, a private entity facilitating securities, advisory, and insurance business. Both activities require minimal time.

Employment History
Current Registrations
Commonwealth Financial Network
May 2020 - Present · 6 yrs 5 mos
Previous Registrations
Commonwealth Financial NetworkBroker
May 2020 - December 2021 · 1 yr 7 mos
Southwestern Investment Advisory Services, INC.
October 2016 - December 2020 · 4 yrs 2 mos
Raymond James Financial Services Advisors, INC
January 2012 - December 2016 · 4 yrs 11 mos
Raymond James Financial Services, INC.Broker
October 2011 - May 2020 · 8 yrs 7 mos
State Registrations2 states
TNTX
Advisor

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
No exam information available for this advisor.
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