Brian Pugh
Brian Pugh is a registered investment advisor at Stewards Wealth Planning, LLC, based in Okemos, MI, with 3 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 613 clients with $99M 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 | 1.75% |
| $500K - $1.0M | 1.60% |
| $1M+ | 1.40% |
Fees are negotiable and may be reduced for combined household accounts. Stewards Wealth Planning also offers management services through Orion Portfolio Solutions, with additional fees for administration (0.08%-0.45%), account maintenance ($25 or $50 annually), strategists (0.0%-0.20%), and separately managed accounts (0.35%-0.70%).
Fee Estimator
Location
2190 Commons Parkway, Okemos, MI, 48864
Get directionsHistory
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 works as an insurance agent for LifePlan Financial Design Inc. This takes about half his time, with an additional 10-20% of his time dedicated to this role.
Employment History
Current Registrations
Stewards Wealth Planning, LLC
State Registrations1 state
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.