Brian Elliott is a registered investment advisor at Alongside, LLC, based in Austin, TX, with 5 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.65% |
Fees are negotiable and may vary based on the size of the account, complexity of the portfolio, extent of activity in the account, or other reasons agreed upon by us and the client.
Fee Estimator
Location
3711 S Mopac Expy, Suite 150, Austin, TX, 78746
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 ActivitiesSells Insurance
Brian is a partner in EP Expansion Group Inc., a real estate investment group, dedicating minimal time. He also implements insurance recommendations through Guardian Life Insurance, also dedicating minimal time, and is a managing member with Salon 4 7, a business venture of his spouse, with no compensation. Brian also works full-time as a Client Service Associate for Abiding Wealth Partners.
Employment History
Current Registrations
Alongside, LLC
Previous Registrations
Thrivent Advisor Network, LLC
Park Avenue Securities LLCBroker
Bbva Securities INC.Broker
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.