BG
CFP
BG
CFP

Braden Givens

4 Years of Experience
Fort Worth, TX

Braden Givens is a CFP-designated registered investment advisor at Styre Wealth, based in Fort Worth, TX, with 4 years of industry experience. Braden operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 188 clients with $200M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
188 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$201.0M

Fee Structure

Minimum Investment:$500K

Styre Wealth's annual management fees for individual equity strategies range from 0.45% to 1.65%, fixed-income from 0.25% to 0.65%, mutual funds from 0.85% to 1.35%, and 0.10% for money market strategies. Lower fees may be available based on client tenure or special circumstances.

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Location

1517 8th Ave, Fort Worth, TX, 76104

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Styre Wealth
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
LPL Financial LLCBroker
March 2023 - February 2024 · 11 mos
Advisor Resource Council
March 2023 - January 2024 · 10 mos
Cetera Advisor Networks LLC
March 2022 - February 2023 · 11 mos
Cwm, LLC
January 2022 - February 2023 · 1 yr 1 mo
Cetera Advisor Networks LLCBroker
June 2021 - February 2023 · 1 yr 8 mos
State Registrations4 states
FLLAOKTX
Advisor

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
No exam information available for this advisor.