Terence Brown
Terence Brown is a registered investment advisor at Triad Wealth Partners, LLC, based in Garner, NC, with 7 years of industry experience. Terence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,380 clients with $420M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Triad Wealth charges a negotiable hourly or flat fee for financial planning and consulting services. The specific rate depends on the complexity, time, research, and resources required. Fees are typically invoiced quarterly or monthly in arrears.
Location
201 Glen Road, Garner, NC, 27529
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Terence is an independent insurance agent doing business as Left Tackle Advisors, providing insurance services to clients. This activity takes about 85% of his time, and the fees earned are separate from his RIA business.
Employment History
Current Registrations
Triad Wealth Partners, LLC
Previous Registrations
Coppell Advisory Solutions LLC
Visionary Wealth Management, LLC
Gibbs Wealth Management, LLC
Fusion Capital Management
M Holdings Securities, INC.
State Registrations1 state
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.