Brian Tribbitt is a CFP-designated registered investment advisor at Marin Financial LLC, based in Lancaster, PA, with 6 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 39 clients with $9.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
Lancaster, PA
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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 ActivitiesSells Insurance
Brian is involved in several business activities, including serving in the Navy Reserves, being a limited partner in TAFT Enterprises and Trissler Partners, and a general partner in Marietta Brewing LLC and CAB Real Estate LLC. He also owns MET Real Estate and is a sole proprietor selling insurance, dedicating minimal time to each of these last two activities.
Employment History
Current Registrations
Marin Financial LLC
Previous Registrations
Triad Hybrid Solutions, LLC
Triad Advisors LLCBroker
State Registrations4 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.