Brian Eric Cantel

Berthel Fisher & Company Financial Services, INC.

37 Years of Experience

View SEC Summary

Firm Information

Berthel Fisher & Company Financial Services, INC.

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Number of Advisors

172 advisors

Number of Clients

2,942 clients

Average Client Portfolio

$271K average

Assets Under Management

$798.1M

Fee Structure

Financial Plan Fee:$100 - $15,000

Hourly Rate:$150 - $400/hr

Financial planning fees range from $150 to $400 per hour or are fixed, ranging from $100 to $15,000. The exact fee depends on the IAR, scope, and complexity. Asset management services are also offered, with fees varying by IAR and platform. Lower fees for comparable services may be available elsewhere.

View Full Brochure on SEC

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEducation PlanningEstate PlanningInsurance PlanningReal Estate Investing

Advisor Information

Office location

Flowery Branch, GA

Get directions

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

August 2025

Pending

Customer Dispute

November 2022

Settled

Customer Dispute

March 2021

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Brian is a sales representative for Rare Coins of New Hampshire, a director for the Rotary Club of South Hall, and the owner of Cantel Wealth Management, LLC, where he manages securities and insurance. He also works as an insurance agent selling life insurance, long-term care, disability insurance, and accident & sickness insurance, dedicating minimal time to this activity.