BC

Brian Grayson Crook

32 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
95 advisors
Number of Clients
15,732 clients
Average Client Portfolio
$222K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:$5K
Financial Plan Fee:$350 - $10,000
Hourly Rate:$100 - $400/hr

Fees for asset management are negotiable, with a maximum of 3.0%. Financial planning fees range from $350 to $10,000 on a fixed fee basis, or $100 to $400 hourly. A planning subscription service is also available, ranging from $50 to $500 monthly, or $150 to $1,500 quarterly. Retirement plan consulting fees are based on a percentage of plan assets (up to 1.00% annually), hourly (up to $400 per hour), or a flat rate.

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness Owners
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Advisor Information

Office location

39 East Shore Drive, Eagle, ID, 83616

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Regulatory History (1)
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
December 2001
Denied
Other Business ActivitiesSells Insurance

Brian is associated with Rocky Mountain Wealth Management, LLC, Summit Wealth Planning, and Good Life Advisors, LLC, primarily for investment and business purposes. He also works with Good Life Insurance Associates selling non-variable insurance, dedicating minimal time to this activity.

Employment History
Current Registrations
Good Life Advisors, LLC
March 2023 - Present · 2 yrs 10 mos
LPL Financial LLC Broker
March 2023 - Present · 2 yrs 10 mos
LPL Financial LLC
March 2023 - Present · 2 yrs 10 mos
Previous Registrations
Commonwealth Financial Network Broker
March 2011 - March 2023 · 12 yrs
Commonwealth Financial Network
March 2011 - March 2023 · 12 yrs
D.A. Davidson & CO.
April 2007 - March 2011 · 3 yrs 11 mos
D.A. Davidson & CO. Broker
August 2003 - March 2011 · 7 yrs 7 mos
RBC Dain Rauscher INC. Broker
September 1998 - September 2003 · 5 yrs
Piper Jaffray INC. Broker
June 1993 - October 1998 · 5 yrs 4 mos
State Registrations4 states
CAIDUTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.