Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
3,774 clients
Average Client Portfolio
$325K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$3K
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Location

305 Spindrift Drive, Williamsville, NY, 14221

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History

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.

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Other Business Activities

Brian works as an Investment Advisor for Independent Solutions Wealth Management, LLC and a Wealth Manager for The Financial Guys DBA, dedicating about 10-20% of his time and full-time respectively. He also owns Amway/LTD and Webb Marketing Agency, but spends no time on these ventures.

Employment History
Current Registrations
Peak Brokerage Services, LLCBroker
April 2025 - Present · 10 mos
Independent Solutions Wealth Management, LLC
November 2024 - Present · 1 yr 3 mos
State Registrations1 state
NY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.