Firm Information

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.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningEstate PlanningInsurance PlanningReal Estate Investing
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Advisor Information

Office location

107 N 6th St, Suite 1, Atchison, KS, 66002

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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 ActivitiesSells Insurance

Anthony is a teaching pastor at Crosspointe Community Church and supervises construction projects. He also works as an insurance agent selling life and health insurance, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Berthel Fisher & Company Financial Services, INC.
December 2016 - Present · 9 yrs 1 mo
Berthel, Fisher & Company Financial Services, INC.
November 2016 - Present · 9 yrs 2 mos
Berthel, Fisher & Company Financial Services, INC. Broker
November 2016 - Present · 9 yrs 2 mos
Bfc Planning, INC.
November 2016 - Present · 9 yrs 2 mos
Previous Registrations
Capital Brokerage CorporationBroker
February 2005 - February 2009 · 4 yrs
Nationwide Investment Services CorporationBroker
June 2000 - January 2005 · 4 yrs 7 mos
Midwest Capital Management, INC.Broker
November 1998 - June 2000 · 1 yr 7 mos
Umb Scout Brokerage Services, INC. Broker
February 1997 - November 1998 · 1 yr 9 mos
Primevest Financial Services, INC.Broker
August 1993 - March 1997 · 3 yrs 7 mos
Metlife Securities INC.Broker
March 1993 - July 1993 · 4 mos
Metropolitan Life Insurance CompanyBroker
March 1993 - July 1993 · 4 mos
State Registrations7 states
IAKSMNMONYOKTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.