Brian Bickett is a CFP-designated registered investment advisor at Iron Mountain Financial Planning, based in Rapid City, SD, with 12 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, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 65 clients with $30M 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 | 1.00% |
| $500K - $1.0M | 0.85% |
| $1M+ | 0.65% |
For Clients who also participate in Investment Management Services, Ongoing Financial Planning fees are waived when assets under management meet or exceed $500,000. The annual fees are negotiable.
Fee Estimator
Contact
Brian Bickett
Location
910 5th Street, Suite 106, Rapid City, SD, 57701
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 →Other Business Activities
Brian is the Owner and Preparer of Iron Mountain Tax Services, providing tax preparation services since January 2023. He spends minimal time on this activity.
Employment History
Current Registrations
Iron Mountain Financial Planning
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Fintegra, LLC
Fintegra, LLCBroker
State Registrations2 states
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