BM
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
19 advisors
Number of Clients
1,778 clients
Average Client Portfolio
$745K average
Assets Under Management
$1.3B
Fee Structure
Minimum Investment:$500K
Financial Planning:Included in AUM fee
Financial Plan Fee:From $3,000
Hourly Rate:Up to $500/hr
Comprehensive Portfolio Management fees range from 0.20% to 2.00% annually, depending on account size and complexity. Fees are negotiable and may be charged at a flat rate. Financial planning and retirement plan consulting are billed hourly (up to $500/hour) or as a flat fee (minimum $3,000). OCIO services range from 0.20% to 0.70% annually. Tax preparation has a minimum fee of $500. A household administration fee of $15 per month may apply.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
Indianapolis, IN
Get directionsRegulatory History (1)
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Judgment / Lien
June 2016Other Business ActivitiesSells Insurance
Brian is an advisor with Cambridge Financial Consultants, LLC, selling life insurance and annuities, dedicating a few hours per week. He is also an owner/advisor with Cambridge Financial Consultants, LLC, providing investment advisory services, spending nearly full-time on this activity.
Employment History
Current Registrations
Strategic Wealth Partners, Ltd.
September 2023 - Present · 2 yrs 4 mos
Previous Registrations
Securities America, INC.Broker
December 2015 - September 2023 · 7 yrs 9 mos
Securities America Advisors, INC.
December 2015 - September 2023 · 7 yrs 9 mos
Cfg Wealth Management Services INC
October 2015 - December 2015 · 2 mos
1st Global Capital CORP.Broker
October 2004 - July 2015 · 10 yrs 9 mos
1st Global Advisors INC
October 2004 - July 2015 · 10 yrs 9 mos
Lincoln Financial Advisors Corporation
February 2001 - October 2004 · 3 yrs 8 mos
The Lincoln National Life Insurance CompanyBroker
February 2001 - October 2004 · 3 yrs 8 mos
Lincoln Financial Advisors CorporationBroker
February 2001 - October 2004 · 3 yrs 8 mos
Park Avenue Securities LLC Broker
May 1999 - February 2001 · 1 yr 9 mos
Guardian Investor Services CorporationBroker
April 1996 - May 1999 · 3 yrs 1 mo
Delta Equity Services CorporationBroker
May 1995 - November 1995 · 6 mos
Foundation Investors Securities CORP.Broker
September 1994 - May 1995 · 8 mos
Laughlin Group Advisors, INC.Broker
November 1993 - September 1994 · 10 mos
Financial Network Investment CorporationBroker
May 1993 - November 1993 · 6 mos
Lincoln Financial Advisors CorporationBroker
April 1992 - April 1993 · 1 yr
The Lincoln National Life Insurance CompanyBroker
April 1992 - April 1993 · 1 yr
Garco Equity Sales, INC.Broker
October 1991 - February 1992 · 4 mos
Marketing One Securities, INC.Broker
May 1989 - September 1990 · 1 yr 4 mos
John Hancock Distributors, INC.Broker
March 1989 - June 1989 · 3 mos
John Hancock Mutual Life Insurance CompanyBroker
March 1989 - June 1989 · 3 mos
State Registrations2 states
INNE
Advisor
Exams
No exam information available for this advisor.