Brian Rood is a CFP-designated registered investment advisor at Artisan Financial Planning, based in Overland Park, KS, with 4 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Business Owners, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 29 clients with $28M 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 $500K | 0.70% |
| $500K - $1.0M | 0.65% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $3.0M | 0.55% |
| $3.0M - $4.0M | 0.50% |
| $4.0M - $5.0M | 0.45% |
| $5M+ | Included |
Fees are negotiable at any level depending on the specific circumstances. Schedule is for Employee Benefit Plan Services.
Fee Estimator
Contact
Brian Rood
Location
Overland Park, KS
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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 Activities
Brian volunteers as the Trustee and co-chair of the investment committee at American Federation of Musicians and Employers' Pension Fund since 2010. This investment-related activity takes about 20% of Brian's time.
Employment History
Current Registrations
Artisan Financial Planning
State Registrations3 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
Additional Information
I am the founder of Artisan Financial Planning and a fee-only fiduciary financial planner working virtually across the country with professional musicians, other performing artists and creative professionals to achieve their financial goals.