BP

Brent Andrew Peddy

27 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
21 advisors
Number of Clients
572 clients
Average Client Portfolio
$419K average
Assets Under Management
$239.8M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $750K1.75%
$750K - $1.5M1.60%
$1.5M - $3.0M1.45%
$3M+1.30%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Financial Plan Fee:$2,500 - $100,000
Hourly Rate:$150 - $1,000/hr

Investment management fees are based on a percentage of your assets under management, billed monthly in advance. Financial planning fees range from $150 to $1,000 per hour or $2,500 to $100,000 as a fixed fee, depending on the scope of service. Estate planning coordination fees range from $300 to $10,000. Flourish Cash and StoneCastle Cash Management accounts incur an annual admin/service fee of 0.15%.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningBusiness OwnersDivorce PlanningSpecial Needs PlanningTax Planning
Loading...

Advisor Information

Office location

7500 Rialto Blvd, Bldg 1 Suite 250, Austin, TX, 78735

Get directions
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.

Learn about disclosures →
Employment History
Current Registrations
Forefront
March 2025 - Present · 10 mos
Previous Registrations
Prudential Financial Planning Services
March 2011 - December 2024 · 13 yrs 9 mos
Pruco Securities, LLC. Broker
March 2011 - December 2024 · 13 yrs 9 mos
Nexity Financial Services, INC.
October 2007 - February 2011 · 3 yrs 4 mos
Nexity Financial Services, INC.Broker
September 2007 - February 2011 · 3 yrs 5 mos
Nexity Financial Services, INC.
June 2007 - October 2007 · 4 mos
Hewitt Financial Services LLC
March 2006 - May 2007 · 1 yr 2 mos
Hewitt Financial Services LLCBroker
March 2006 - May 2007 · 1 yr 2 mos
Uvest Financial Services Group, INC.Broker
September 2004 - February 2006 · 1 yr 5 mos
Uvest Financial Services Group, INC.
September 2004 - February 2006 · 1 yr 5 mos
Harris Investor Services LLC
May 2002 - August 2003 · 1 yr 3 mos
Harris Investor Services LLCBroker
July 2000 - August 2003 · 3 yrs 1 mo
J.C. Bradford & CO.Broker
January 1998 - July 2000 · 2 yrs 6 mos
Waddell & Reed, INC.Broker
October 1993 - January 1995 · 1 yr 3 mos
State Registrations2 states
SCTN
Advisor
Exams
No exam information available for this advisor.
Brent Andrew Peddy - Financial Advisor | AdvisorDiscover