Gregory Bricker is a CFP, PFS-designated registered investment advisor at Bricker Financial Planning, based in East Liverpool, OH, with 10 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Bricker Financial Planning charges a percentage of your portfolio's value each year for investment management. There are two fee schedules: one for Bricker Financial Planning directly and another for the Customized Orion Portfolio Solutions platform. A minimum annual fee of $750 applies.
Bricker Financial Planning Fee Schedule:
- First $1,000,000: 0.90% per year
- $1,000,001 - $2,500,000: 0.80% per year
- $2,500,001 - $5,000,000: 0.70% per year
- $5,000,001 and Over: 0.60% per year
Customized Orion Portfolio Solutions Fee Schedule:
- First $100,000: 0.28% per year
- $100,000 - $250,000: 0.24% per year
- $250,000.01 - $1 Million: 0.16% per year
- $1 Million and Over: 0.08% per year
In addition to Bricker Financial Planning's investment management fees, clients will pay an annualized platform fee to Orion Portfolio Solutions. All fees are negotiable.
Contact
Gregory Bricker
Location
527 Market Street, East Liverpool, OH, 43920
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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.
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Gregory owns Sunny Weather, LLC, an accounting and tax preparation firm, dedicating about a quarter of his time. He also serves as the Mayor of East Liverpool, OH, a nearly full-time commitment, and as President of Bricker's Inc., a food service/restaurant business, spending a few hours per week on this role.
Employment History
Current Registrations
Bricker Financial Planning
Previous Registrations
Dinuzzo Index Advisors, INC.
Select Financial Group, LLC
State Registrations3 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
Additional Information
Bricker Financial Planning is a fee-only financial planning firm that provides investment, retirement, college and tax services. Our main goal is to help people improve their financial lives by creating a holistic financial plan all while acting in the Fiduciary capacity.