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BK
CFP
BK
CFP

Brian Kearns

Mutual Advisors, LLC
13 Years of Experience
Evanston, IL
View SEC Summary
View SEC Summary

Brian Kearns is a CFP-designated registered investment advisor at Mutual Advisors, LLC, based in Evanston, IL, 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 9,473 clients with $8.5B in assets under management.

Mutual Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
153 advisors
Number of Clients
9,473 clients
Average Client Portfolio
$902K average
Assets Under Management
$8.5B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual management fee ranges up to 2.00% and is negotiable. Fees can be structured as a flat percentage, tiered schedule, or linear schedule. American Funds accounts range from 0.25% to 1.25%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1506 1/2 Florence Ave., Evanston, IL, 60201

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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 Activities

Brian is co-chair of the Personal Financial Planning Forum for the Illinois CPA Society and a director at Wolfpack Software US, LLC. He also serves as Treasurer for the Sons of the American Legion and President of Haddam Road Tax and Consulting, LLC.

Employment History
Current Registrations
Mutual Advisors, LLC
September 2019 - Present · 7 yrs 1 mo
Previous Registrations
Twombly Asset Management LLC
March 2018 - October 2019 · 1 yr 7 mos
Emberhouse, LLC
February 2017 - March 2018 · 1 yr 1 mo
Morgan Stanley
March 2014 - February 2017 · 2 yrs 11 mos
Morgan StanleyBroker
March 2014 - February 2017 · 2 yrs 11 mos
MML Investors Services, LLC
February 2013 - February 2014 · 1 yr
MML Investors Services, LLCBroker
September 2012 - February 2014 · 1 yr 5 mos
State Registrations1 state
IL
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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