Brianne Hart is a registered investment advisor at The Wealth Consulting Group, based in Montgomery, AL, with 6 years of industry experience. Brianne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 12,940 clients with $6.3B 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 | 2.50% |
Maximum annual fee is 2.50% of assets under management. Fees are negotiable based on account size, complexity, and services required, and vary by representative and platform.
Fee Estimator
Location
8191 Seaton Place, Montgomery, AL, 36116
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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.
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Brianne is the owner, CEO, and president of Brianne C. Smith, CPA, LLC, a CPA firm, since 2016. She dedicates full-time hours to administrative and accounting-related work, with nearly full-time hours during securities trading hours.
Employment History
Current Registrations
The Wealth Consulting Group
Previous Registrations
Rfg Advisory, LLC
State Registrations2 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
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