Brett Wysopal is a CFP-designated registered investment advisor at Wysopal Wealth, based in Brookfield, IL, 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 Athletes & Entertainers, Business Owners, Corporate Executives, Estate Planning, and 6 more. Their firm serves 11 clients with $6.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | Included |
| $250K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Investment Management is available for Clients participating in our Ongoing Financial Planning services. The fee is based on a percentage of assets under management and is negotiable.
Fee Estimator
Contact
Brett Wysopal
Location
Brookfield, IL
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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
Brett provides consulting services to other investment advisors through Delegated Planning LLC, a virtual company. This takes about 10-20% of his time, with a portion occurring during business hours.
Employment History
Current Registrations
Wysopal Wealth
Previous Registrations
Secfi Advisory Limited
Brooklyn Fi, LLC
Mariner Wealth Advisors
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
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
Before founding Wysopal Wealth, I spent 7 years as a financial advisor, helping clients navigate the complexities of their wealth. I created Wysopal Wealth because I believe personal finance should be deeply personal. Your financial plan shouldn’t be a set of static graphs but a dynamic process that evolves with your life—whether you’re managing equity compensation, planning for family growth, or adapting to changing tax laws.