Bryan Monks is a CFP-designated registered investment advisor at Mrm Financial Advisors, LLC, based in Frisco, TX, with 7 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, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 53 clients with $77M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.55% |
| $25M+ | 0.45% |
Fees and account minimums are negotiable. Subject to an annual minimum fee of $10,000.
Fee Estimator
Location
3001 Dallas Pkwy, Ste 750, Frisco, TX, 75034
Get directionsHistory
Regulatory History (1)
Financial
December 2018Other Business Activities
Bryan referees rugby games for the Texas Rugby Referee Association, a non-investment related activity. This requires minimal time.
Employment History
Current Registrations
Mrm Financial Advisors, LLC
Previous Registrations
Wpwealth LLP
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wells Fargo Advisors Financial Network, LLCBroker
TD Ameritrade, INC.Broker
State Registrations1 state
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
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