BC
BC

Brian Mathew Chustz

12 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
172 advisors
Number of Clients
10,085 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$16.1B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$5,000
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Location

525 Clubhouse Drive, Peachtree City, GA, 30269

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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 a board member for Club Corp. and the Fayette County Chamber of Commerce, dedicating minimal time to each. Brian is also a partner at The Chustz Law Firm, providing legal services for a few hours per week.

Employment History
Current Registrations
Waverly Advisors, LLC
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
March 2019 - November 2019 · 8 mos
Derbend Asset Management
March 2019 - August 2024 · 5 yrs 5 mos
Edward Jones
January 2014 - March 2019 · 5 yrs 2 mos
Edward JonesBroker
October 2013 - March 2019 · 5 yrs 5 mos
State Registrations3 states
FLGALA
Advisor
Exams
No exam information available for this advisor.