Brian Cathcart is a registered investment advisor at Maridea Wealth Management, based in Bend, OR, with 1 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,555 clients with $960M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Investment management fees range up to 2.50% annually based on scope, complexity, asset level, and overall relationship. Fees may be negotiable.
Fee Estimator
Location
Bend, OR
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 is a licensed insurance agent selling insurance through Maridea Insurance Company, LLC, dedicating about 10% of his time. He also provides contract accounting and tax preparation services as President of The Financial Lab, spending another 10% of his time on this activity.
Employment History
Current Registrations
Maridea Wealth Management
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
- Chad Staskal, CFP, ChFCMercer Global Advisors INC.
- Riley Thoubboron, CFPFpfoco
- Antoinette Laferriere, CFPFocus Partners Wealth, LLC
- Mary Ericksen, CFPFocus Partners Wealth, LLC
- John Kelly, CFPRiverpath Investments LLC
- Gina Patterson, CFPStratos Wealth Partners, LTD