Brian Bunn is a CFA-designated registered investment advisor at Brian B. Bunn CPA, PLLC, based in Raleigh, NC, with 7 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable.
Fee Estimator
Location
211 E Six Forks Rd, Ste 210-A, Raleigh, NC, 27609
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Brian is a CPA and accountant offering tax and accounting services through BBBCP, dedicating about full-time hours to this activity. He also owns 50% of Meadow Investments, LLC and 100% of Yam Capital, LLC, both used for personal commercial property investment, spending minimal time on each.
Employment History
Current Registrations
Brian B. Bunn CPA, PLLC
State Registrations1 state
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