Brian Walsh is a CFP-designated registered investment advisor at The Ascent Group, LLC, based in Wayne, PA, 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 4,292 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Maximum annual fee is up to 1.75% of assets under management. Fees are negotiable based on factors such as account size, composition, and anticipated future assets.
Fee Estimator
Location
119 W Wayne Ave, Wayne, PA, 19087
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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
Brian is a partner at The Ascent Group, LLC, an RIA, and the owner of Vested Advisors, LLC, providing financial planning and investment advice. He also works for Walsh & Nicholson Financial Group, providing financial planning and investment advice, and owns Cruzen, an app for mobile services; these activities each take a full-time commitment. Brian is also a broker selling fixed insurance products, dedicating a full-time commitment to this activity.
Employment History
Current Registrations
The Ascent Group, LLC
Previous Registrations
Osaic Wealth, INC.Broker
Triad Advisors LLCBroker
Ameritas Advisory Services
Ameritas Investment Company, LLCBroker
Lincoln Financial Distributors, INC.Broker
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
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