Brian Wiscombe
Brian Wiscombe is a CFP-designated registered investment advisor at Stonecrest Wealth Management, INC, based in Chandler, AZ, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 385 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
StoneCrest Wealth Management charges a fee based on the value of your investments, ranging from 0.78% to 1.50% per year. The exact rate depends on the complexity of your situation, the amount you invest, and whether you use their financial planning services. Clients with under $1,000,000 in assets may be charged a monthly technology fee of $4.25 for portfolio reporting technology.
Location
118 S Kyrene Road, Suite 4, Chandler, AZ, 85226
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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 dually-registered as an Investment Advisor Representative and a Registered Representative, spending about 90% of his time as an Investment Advisor Representative. He also owns several holding LLCs, is a board member for a law enforcement technology company, owns rental property, and is involved with his children's school, dedicating minimal time to each of these activities. Brian is also a licensed insurance professional, dedicating less than 10% of his business time to insurance.
Employment History
Current Registrations
Stonecrest Wealth Management, INC
Kingswood Capital Partners, LLC
Kingswood Capital Partners, LLCBroker
Previous Registrations
Capital Analysts
Lincoln InvestmentBroker
Edward Jones
Edward JonesBroker
State Registrations8 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.