Bryan Cast is a registered investment advisor at Nuakh Financial, based in Phoenix, AZ, with 8 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.85% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.35% |
Fees are negotiable and household accounts may be aggregated. Fees for family members of associated persons, employees, pastors, and individuals in full-time ministry may be reduced or waived.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
4539 N 22nd St, #7193, Phoenix, AZ, 85016
Get directionsHistory
Regulatory History (2)
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Criminal
November 2010Final Disposition
Criminal
January 2008Final Disposition
Employment History
Current Registrations
Nuakh Financial
September 2026 - Present · 1 mo
Previous Registrations
Cast Financial
September 2017 - August 2025 · 7 yrs 11 mos
Northwestern Mutual Investment Services, LLCBroker
December 2016 - June 2017 · 6 mos
State Registrations1 state
AZ
Advisor
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
No exam information available for this advisor.
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