Brett Mills is a PFS-designated registered investment advisor at Mrm Financial Advisors, LLC, based in Frisco, TX, with 8 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 35 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MRM Financial Advisors' fee is based on the value of your portfolio and is negotiable, with standard fees of 1% up to a maximum of 2%. The fee is invoiced quarterly, and clients receive statements from both the advisor and the custodian.
Location
3001 Dallas Pkwy Ste 750, Frisco, TX, 75034
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brett is a partner and actively engaged Certified Public Accountant (CPA) at McCarthy, Rose & Mills, LLP, a tax and accounting firm. He spends about 1000 hours annually, or about a quarter of his time, managing the firm.
Employment History
Current Registrations
Mrm Financial Advisors, LLC
State Registrations1 state
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