Jeremy Biar is a registered investment advisor at Biar Legacy, LLC, based in Houston, TX, with 4 years of industry experience. Jeremy 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 3 more. Their firm serves 45 clients with $5.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Location
Houston, TX
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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 Activities
Jeremy co-founded a budget software called BudgetForLife, creates video content, hosts an online community, and offers business coaching. These activities take about 10-20% of Jeremy's time and are aligned with his passion for financial empowerment.
Employment History
Current Registrations
Biar Legacy, LLC
State Registrations2 states
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