Brett Barron
Brett Barron is a registered investment advisor at Retirement and Wealth at Alliant, LLC, based in Wayne, PA, with 1 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 222 clients with $7.4B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
565 E. Swedesford Road, Suite 100, Wayne, PA, 19087
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
Brett is an associate producer at Alliant Insurance since August 2024, producing leads for other insurance producers. He dedicates minimal time to this activity.
Employment History
Current Registrations
Retirement and Wealth at Alliant, 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.
Exams
More Advisors
- Sean WaggonerRetirement and Wealth at Alliant, LLC
- Carol Mayhart, ChFCNations Financial Group, INC.
- Thomas Huber, CFAWick Capital Partners, LLC
- Aaron Filbeck, CFA, CFPWaldron Private Wealth
- Clare Diamond, CFPKathmere Capital Management, LLC
- John Anderson, CFPDiversified, LLC