Brian Qualey is a CFP-designated registered investment advisor at Democratize Wealth, based in Atlanta, GA, with 2 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
Investment management only (planning not offered)
- Advisor selection and referral — One-time flat fee of $1 for matching you with a suitable third-party financial advisor.
One-Time Plan:$1
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Location
Atlanta, GA
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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.
Learn about disclosures →Employment History
Current Registrations
Democratize Wealth
April 2026 - Present · 6 mos
Previous Registrations
Vanguard Advisers, INC.
May 2023 - August 2024 · 1 yr 3 mos
Vanguard Marketing CorporationBroker
February 2022 - August 2024 · 2 yrs 6 mos
State Registrations2 states
GAMA
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.
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