Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
106 advisors
Number of Clients
6,106 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$15.5B
Fee Structure
Financial Planning:Included in AUM fee
Minimum Annual Fee:$10,000
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Location
Bountiful, UT
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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.
Learn about disclosures →Other Business Activities
Brett owns rental properties since 2014. He dedicates minimal time to this activity, which is not investment-related.
Employment History
Current Registrations
Modera Wealth Management, LLC
December 2017 - Present · 8 yrs 2 mos
Previous Registrations
Financial Insight Center
March 2016 - December 2017 · 1 yr 9 mos
The Insight Group, INC.
November 2014 - March 2016 · 1 yr 4 mos
State Registrations3 states
FLTXUT
Advisor
Exams
No exam information available for this advisor.
Additional Information
Brett earned a Bachelor of Science degree in Business Administration, a Bachelor of Arts degree in Accounting and a Master of Accounting with a dual emphasis in Financial Planning and Tax from Utah State University. He is a Certified Public Accountant (CPA) in the State of Utah and holds the CERTIFIED FINANCIAL PLANNER™ certification.